Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-780
Closed -$89K 129
2024
Q3
$89K Sell
780
-765
-50% -$87.3K 0.04% 72
2024
Q2
$191K Hold
1,545
0.1% 60
2024
Q1
$204K Hold
1,545
0.12% 52
2023
Q4
$168K Hold
1,545
0.09% 48
2023
Q3
$159K Hold
1,545
0.09% 49
2023
Q2
$178K Hold
1,545
0.08% 57
2023
Q1
$164K Hold
1,545
0.08% 57
2022
Q4
$171K Buy
+1,545
New +$171K 0.08% 57
2020
Q4
Sell
-24,759
Closed -$1.96M 125
2020
Q3
$1.96M Hold
24,759
0.85% 18
2020
Q2
$1.83M Hold
24,759
1.23% 13
2020
Q1
$1.82M Buy
+24,759
New +$1.82M 1.7% 14