Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-885
Closed -$69.1K 823
2023
Q4
$69.1K Sell
885
-27
-3% -$2.11K 0.02% 334
2023
Q3
$70.3K Hold
912
0.03% 306
2023
Q2
$74.9K Hold
912
0.03% 298
2023
Q1
$64.3K Hold
912
0.02% 325
2022
Q4
$63K Sell
912
-30
-3% -$2.07K 0.02% 306
2022
Q3
$55K Buy
942
+34
+4% +$1.99K 0.02% 313
2022
Q2
$63K Hold
908
0.03% 293
2022
Q1
$72K Hold
908
0.03% 293
2021
Q4
$79K Hold
908
0.03% 279
2021
Q3
$73K Hold
908
0.03% 283
2021
Q2
$64K Sell
908
-13
-1% -$916 0.03% 305
2021
Q1
$65K Sell
921
-13
-1% -$917 0.03% 290
2020
Q4
$62K Hold
934
0.04% 292
2020
Q3
$53K Buy
934
+284
+44% +$16.1K 0.04% 297
2020
Q2
$37K Hold
650
0.03% 327
2020
Q1
$33K Buy
+650
New +$33K 0.03% 317