Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-231
Closed -$33K 1009
2024
Q2
$33K Hold
231
﹤0.01% 351
2024
Q1
$45.9K Hold
231
0.01% 287
2023
Q4
$47.7K Hold
231
0.01% 263
2023
Q3
$59.9K Hold
231
0.01% 231
2023
Q2
$74.2K Hold
231
0.02% 202
2023
Q1
$70.2K Hold
231
0.02% 200
2022
Q4
$71.6K Hold
231
0.02% 193
2022
Q3
$76K Hold
231
0.02% 182
2022
Q2
$65K Hold
231
0.02% 195
2022
Q1
$80K Hold
231
0.02% 180
2021
Q4
$96K Hold
231
0.03% 152
2021
Q3
$114K Hold
231
0.03% 119
2021
Q2
$84K Hold
231
0.03% 178
2021
Q1
$85K Hold
231
0.03% 137
2020
Q4
$104K Hold
231
0.04% 100
2020
Q3
$72K Hold
231
0.03% 117
2020
Q2
$71K Hold
231
0.03% 102
2020
Q1
$47K Hold
231
0.03% 128
2019
Q4
$61K Hold
231
0.03% 125
2019
Q3
$48K Hold
231
0.03% 124
2019
Q2
$44K Hold
231
0.02% 139
2019
Q1
$44K Hold
231
0.02% 139
2018
Q4
$28K Hold
231
0.02% 155
2018
Q3
$36K Hold
231
0.02% 148
2018
Q2
$23K Hold
231
0.01% 183
2018
Q1
$25K Buy
+231
New +$25K 0.01% 166