Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-220
Closed -$47.4K 730
2024
Q1
$47.4K Buy
220
+219
+21,900% +$47.2K ﹤0.01% 400
2023
Q4
$259 Sell
1
-71
-99% -$18.4K ﹤0.01% 683
2023
Q3
$18.5K Sell
72
-1
-1% -$257 ﹤0.01% 456
2023
Q2
$20.8K Buy
73
+2
+3% +$570 ﹤0.01% 441
2023
Q1
$19.7K Hold
71
﹤0.01% 416
2022
Q4
$19.7K Buy
+71
New +$19.7K ﹤0.01% 425
2021
Q1
Sell
-16
Closed -$4K 596
2020
Q4
$4K Hold
16
﹤0.01% 599
2020
Q3
$5K Hold
16
﹤0.01% 510
2020
Q2
$4K Hold
16
﹤0.01% 490
2020
Q1
$5K Buy
+16
New +$5K ﹤0.01% 486
2019
Q3
Sell
-65
Closed -$15K 543
2019
Q2
$15K Buy
+65
New +$15K ﹤0.01% 533
2017
Q3
Sell
-21
Closed -$6K 560
2017
Q2
$6K Hold
21
﹤0.01% 514
2017
Q1
$6K Buy
+21
New +$6K ﹤0.01% 531
2016
Q4
Sell
-13
Closed -$4K 573
2016
Q3
$4K Buy
+13
New +$4K ﹤0.01% 540
2014
Q4
Sell
-67
Closed -$22K 612
2014
Q3
$22K Buy
+67
New +$22K ﹤0.01% 357