Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-145
Closed -$1.82K 785
2024
Q1
$1.82K Hold
145
﹤0.01% 625
2023
Q4
$1.61K Hold
145
﹤0.01% 619
2023
Q3
$1.38K Sell
145
-72
-33% -$685 ﹤0.01% 684
2023
Q2
$2.18K Buy
217
+72
+50% +$724 ﹤0.01% 649
2023
Q1
$1.45K Hold
145
﹤0.01% 541
2022
Q4
$1.55K Hold
145
﹤0.01% 557
2022
Q3
$1K Hold
145
﹤0.01% 636
2022
Q2
$1K Sell
145
-47
-24% -$324 ﹤0.01% 555
2022
Q1
$2K Hold
192
﹤0.01% 576
2021
Q4
$2K Hold
192
﹤0.01% 564
2021
Q3
$2K Hold
192
﹤0.01% 592
2021
Q2
$2K Hold
192
﹤0.01% 623
2021
Q1
$2K Hold
192
﹤0.01% 561
2020
Q4
$2K Hold
192
﹤0.01% 710
2020
Q3
$1K Hold
192
﹤0.01% 697
2020
Q2
$1K Hold
192
﹤0.01% 663
2020
Q1
$1K Hold
192
﹤0.01% 660
2019
Q4
$2K Hold
192
﹤0.01% 512
2019
Q3
$2K Sell
192
-1,445
-88% -$15.1K ﹤0.01% 493
2019
Q2
$17K Buy
1,637
+1,445
+753% +$15K ﹤0.01% 519
2019
Q1
$2K Hold
192
﹤0.01% 494
2018
Q4
$2K Hold
192
﹤0.01% 533
2018
Q3
$2K Buy
+192
New +$2K ﹤0.01% 556