Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-907
Closed -$10.4K 908
2024
Q3
$10.4K Hold
907
﹤0.01% 691
2024
Q2
$9.06K Buy
907
+160
+21% +$1.6K ﹤0.01% 680
2024
Q1
$8.79K Hold
747
﹤0.01% 671
2023
Q4
$8.54K Hold
747
﹤0.01% 652
2023
Q3
$8.58K Hold
747
﹤0.01% 634
2023
Q2
$8.7K Hold
747
﹤0.01% 620
2023
Q1
$8.91K Hold
747
﹤0.01% 636
2022
Q4
$7K Hold
747
﹤0.01% 623
2022
Q3
$7K Hold
747
﹤0.01% 606
2022
Q2
$9K Hold
747
﹤0.01% 587
2022
Q1
$9K Hold
747
﹤0.01% 609
2021
Q4
$8K Buy
747
+57
+8% +$610 ﹤0.01% 635
2021
Q3
$7K Hold
690
﹤0.01% 648
2021
Q2
$8K Buy
690
+111
+19% +$1.29K ﹤0.01% 636
2021
Q1
$7K Buy
+579
New +$7K ﹤0.01% 645
2020
Q1
Sell
-684
Closed -$10K 700
2019
Q4
$10K Hold
684
0.01% 545
2019
Q3
$11K Hold
684
0.01% 558
2019
Q2
$11K Buy
684
+245
+56% +$3.94K 0.01% 543
2019
Q1
$7K Hold
439
﹤0.01% 604
2018
Q4
$7K Buy
+439
New +$7K ﹤0.01% 607
2017
Q1
$12K Buy
+771
New +$12K 0.01% 487