Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-441
Closed -$223K 3917
2024
Q3
$223K Buy
+441
New +$223K ﹤0.01% 1952
2024
Q2
Sell
-21
Closed -$7.96K 3826
2024
Q1
$7.96K Hold
21
﹤0.01% 2973
2023
Q4
$6.8K Sell
21
-10
-32% -$3.24K ﹤0.01% 3006
2023
Q3
$9.73K Buy
31
+4
+15% +$1.26K ﹤0.01% 2583
2023
Q2
$9.2K Sell
27
-9
-25% -$3.07K ﹤0.01% 2623
2023
Q1
$10.7K Sell
36
-280
-89% -$83K ﹤0.01% 2548
2022
Q4
$39.4K Buy
+316
New +$39.4K ﹤0.01% 1821
2020
Q4
Sell
-1,733
Closed -$369K 991
2020
Q3
$369K Buy
1,733
+385
+29% +$82K 0.01% 655
2020
Q2
$292K Buy
+1,348
New +$292K 0.01% 681