Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-437
Closed -$4.73K 807
2023
Q4
$4.73K Sell
437
-41
-9% -$444 ﹤0.01% 555
2023
Q3
$4.71K Hold
478
﹤0.01% 530
2023
Q2
$4.77K Hold
478
﹤0.01% 519
2023
Q1
$4.6K Buy
478
+273
+133% +$2.63K ﹤0.01% 541
2022
Q4
$2.28K Buy
205
+159
+346% +$1.77K ﹤0.01% 666
2022
Q3
$0 Sell
46
-324
-88% ﹤0.01% 1030
2022
Q2
$4K Buy
370
+314
+561% +$3.4K ﹤0.01% 603
2022
Q1
$1K Sell
56
-59
-51% -$1.05K ﹤0.01% 741
2021
Q4
$2K Hold
115
﹤0.01% 796
2021
Q3
$2K Hold
115
﹤0.01% 654
2021
Q2
$2K Sell
115
-54
-32% -$939 ﹤0.01% 629
2021
Q1
$2K Sell
169
-103
-38% -$1.22K ﹤0.01% 462
2020
Q4
$5K Buy
+272
New +$5K ﹤0.01% 426
2020
Q3
Sell
-47
Closed -$1K 576
2020
Q2
$1K Hold
47
﹤0.01% 516
2020
Q1
$1K Hold
47
﹤0.01% 476
2019
Q4
$1K Hold
47
﹤0.01% 494
2019
Q3
$1K Hold
47
﹤0.01% 505
2019
Q2
$1K Hold
47
﹤0.01% 513
2019
Q1
$1K Buy
+47
New +$1K ﹤0.01% 506