Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-135
Closed -$10.1K 370
2024
Q3
$10.1K Sell
135
-1,044
-89% -$78.5K ﹤0.01% 333
2024
Q2
$85.7K Buy
+1,179
New +$85.7K 0.02% 143
2023
Q4
Sell
-4,596
Closed -$211K 92
2023
Q3
$211K Sell
4,596
-1,150
-20% -$52.9K 0.07% 73
2023
Q2
$248K Buy
+5,746
New +$248K 0.08% 72
2021
Q4
Sell
-6,662
Closed -$298K 75
2021
Q3
$298K Buy
6,662
+1,158
+21% +$51.8K 0.14% 55
2021
Q2
$276K Sell
5,504
-2,132
-28% -$107K 0.12% 59
2021
Q1
$417K Buy
+7,636
New +$417K 0.2% 47
2020
Q3
Sell
-51
Closed -$1.59K 216
2020
Q2
$1.59K Buy
+51
New +$1.59K ﹤0.01% 234