Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-61
Closed -$462 1076
2024
Q3
$462 Hold
61
﹤0.01% 907
2024
Q2
$376 Sell
61
-1
-2% -$6 ﹤0.01% 937
2024
Q1
$342 Sell
62
-15,743
-100% -$86.8K ﹤0.01% 950
2023
Q4
$99.6K Buy
15,805
+6,928
+78% +$43.6K ﹤0.01% 754
2023
Q3
$43.1K Sell
8,877
-1,911
-18% -$9.29K ﹤0.01% 819
2023
Q2
$58.8K Buy
10,788
+2,481
+30% +$13.5K ﹤0.01% 818
2023
Q1
$48.6K Buy
8,307
+2,799
+51% +$16.4K ﹤0.01% 819
2022
Q4
$32.2K Buy
+5,508
New +$32.2K ﹤0.01% 895
2022
Q1
Sell
-181,513
Closed -$1.97M 1209
2021
Q4
$1.97M Sell
181,513
-3,581
-2% -$38.9K 0.01% 776
2021
Q3
$2.07M Buy
185,094
+38,598
+26% +$432K 0.01% 720
2021
Q2
$1.84M Sell
146,496
-29,694
-17% -$374K 0.01% 532
2021
Q1
$2.32M Buy
176,190
+5,930
+3% +$78.2K 0.01% 670
2020
Q4
$2.04M Buy
170,260
+46,069
+37% +$551K 0.01% 684
2020
Q3
$1.35M Sell
124,191
-2,425
-2% -$26.4K 0.01% 480
2020
Q2
$1.18M Buy
+126,616
New +$1.18M 0.01% 499