Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-139
Closed -$709 2842
2024
Q3
$709 Hold
139
﹤0.01% 2578
2024
Q2
$549 Hold
139
﹤0.01% 2584
2024
Q1
$632 Buy
+139
New +$632 ﹤0.01% 2494
2023
Q3
Sell
-78
Closed -$279 2763
2023
Q2
$279 Sell
78
-143
-65% -$511 ﹤0.01% 2627
2023
Q1
$798 Buy
+221
New +$798 ﹤0.01% 2505
2022
Q3
Sell
-2,322
Closed -$9K 2758
2022
Q2
$9K Sell
2,322
-1,927
-45% -$7.47K ﹤0.01% 1304
2022
Q1
$19K Buy
4,249
+947
+29% +$4.24K ﹤0.01% 1024
2021
Q4
$23K Buy
3,302
+2,726
+473% +$19K ﹤0.01% 970
2021
Q3
$5K Sell
576
-368
-39% -$3.19K ﹤0.01% 1238
2021
Q2
$17K Buy
944
+216
+30% +$3.89K ﹤0.01% 844
2021
Q1
$14K Buy
728
+79
+12% +$1.52K ﹤0.01% 873
2020
Q4
$13K Buy
649
+31
+5% +$621 ﹤0.01% 809
2020
Q3
$15K Hold
618
﹤0.01% 709
2020
Q2
$12K Hold
618
﹤0.01% 773
2020
Q1
$10K Buy
+618
New +$10K ﹤0.01% 754