Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-88
Closed -$9.21K 957
2024
Q1
$9.21K Buy
+88
New +$9.21K ﹤0.01% 562
2022
Q4
Sell
-43
Closed -$2K 1602
2022
Q3
$2K Sell
43
-18
-30% -$837 ﹤0.01% 1839
2022
Q2
$6K Sell
61
-10
-14% -$984 ﹤0.01% 1591
2022
Q1
$11K Sell
71
-18
-20% -$2.79K ﹤0.01% 1517
2021
Q4
$20K Sell
89
-2,055
-96% -$462K ﹤0.01% 655
2021
Q3
$509K Buy
2,144
+2,070
+2,797% +$491K 0.03% 429
2021
Q2
$18K Buy
74
+1
+1% +$243 ﹤0.01% 1491
2021
Q1
$16K Hold
73
﹤0.01% 1474
2020
Q4
$19K Sell
73
-1,100
-94% -$286K ﹤0.01% 803
2020
Q3
$251K Buy
1,173
+775
+195% +$166K 0.02% 553
2020
Q2
$81K Buy
398
+5
+1% +$1.02K 0.01% 807
2020
Q1
$48K Buy
393
+187
+91% +$22.8K ﹤0.01% 931
2019
Q4
$24K Buy
206
+83
+67% +$9.67K ﹤0.01% 1293
2019
Q3
$12K Buy
123
+20
+19% +$1.95K ﹤0.01% 1470
2019
Q2
$13K Sell
103
-139
-57% -$17.5K ﹤0.01% 1376
2019
Q1
$20K Buy
+242
New +$20K ﹤0.01% 1074