Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$45.7K Sell
282
-555
-66% -$90K ﹤0.01% 749
2024
Q2
$122K Buy
+837
New +$122K ﹤0.01% 705
2024
Q1
Hold
0
1667
2023
Q4
Hold
0
1686
2023
Q3
Hold
0
1605
2023
Q2
Hold
0
1641
2023
Q1
Hold
0
1750
2022
Q4
Hold
0
1839
2022
Q3
Hold
0
2198
2022
Q2
Hold
0
2495
2021
Q2
Hold
0
2277
2021
Q1
Hold
0
2069
2020
Q4
Hold
0
1844
2020
Q3
Hold
0
1657
2020
Q2
Hold
0
1613
2020
Q1
Hold
0
1561
2019
Q4
Hold
0
1434
2019
Q3
Hold
0
1511
2019
Q1
Sell
-23,690
Closed -$1.42M 1575
2018
Q4
$1.42M Buy
23,690
+14,685
+163% +$883K 0.01% 327
2018
Q3
$657K Buy
+9,005
New +$657K ﹤0.01% 490