Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-88
Closed -$9.09K 489
2024
Q3
$9.09K Buy
+88
New +$9.09K ﹤0.01% 480
2023
Q3
Sell
-22
Closed -$1.8K 845
2023
Q2
$1.8K Buy
+22
New +$1.8K ﹤0.01% 669
2023
Q1
Sell
-88
Closed -$7.06K 592
2022
Q4
$7.06K Hold
88
﹤0.01% 493
2022
Q3
$6K Buy
+88
New +$6K ﹤0.01% 545
2021
Q1
Sell
-17
Closed -$2K 593
2020
Q4
$2K Hold
17
﹤0.01% 667
2020
Q3
$2K Hold
17
﹤0.01% 573
2020
Q2
$1K Hold
17
﹤0.01% 581
2020
Q1
$1K Buy
+17
New +$1K ﹤0.01% 580
2019
Q3
Sell
-76
Closed -$5K 539
2019
Q2
$5K Buy
+76
New +$5K ﹤0.01% 706
2019
Q1
Sell
-182
Closed -$10K 509
2018
Q4
$10K Hold
182
﹤0.01% 454
2018
Q3
$14K Hold
182
﹤0.01% 450
2018
Q2
$14K Hold
182
﹤0.01% 419
2018
Q1
$13K Hold
182
﹤0.01% 438
2017
Q4
$12K Hold
182
﹤0.01% 452
2017
Q3
$10K Buy
+182
New +$10K ﹤0.01% 472