Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$66.1K Buy
200
+46
+30% +$15.2K 0.01% 238
2024
Q1
$55.9K Hold
154
0.01% 232
2023
Q4
$46.1K Hold
154
﹤0.01% 251
2023
Q3
$44.1K Sell
154
-5
-3% -$1.43K 0.01% 239
2023
Q2
$44.6K Hold
159
0.01% 261
2023
Q1
$40.6K Buy
159
+83
+109% +$21.2K 0.01% 249
2022
Q4
$25.2K Sell
76
-18
-19% -$5.96K ﹤0.01% 299
2022
Q3
$26K Buy
94
+18
+24% +$4.98K ﹤0.01% 273
2022
Q2
$20K Sell
76
-18
-19% -$4.74K ﹤0.01% 298
2022
Q1
$23K Hold
94
﹤0.01% 323
2021
Q4
$22K Buy
94
+18
+24% +$4.21K ﹤0.01% 352
2021
Q3
$15K Sell
76
-86
-53% -$17K ﹤0.01% 377
2021
Q2
$38K Hold
162
0.01% 277
2021
Q1
$39K Hold
162
0.01% 282
2020
Q4
$34K Buy
162
+20
+14% +$4.2K 0.01% 274
2020
Q3
$24K Hold
142
0.01% 291
2020
Q2
$26K Hold
142
0.01% 272
2020
Q1
$25K Sell
142
-175
-55% -$30.8K 0.01% 299
2019
Q4
$65K Buy
317
+119
+60% +$24.4K 0.02% 207
2019
Q3
$31K Hold
198
0.01% 285
2019
Q2
$31K Buy
198
+56
+39% +$8.77K 0.01% 256
2019
Q1
$23K Hold
142
0.01% 261
2018
Q4
$26K Buy
+142
New +$26K 0.01% 211
2018
Q1
Sell
-133
Closed -$27K 416
2017
Q4
$27K Buy
+133
New +$27K 0.02% 175