Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$50.4K Buy
934
+46
+5% +$2.48K ﹤0.01% 261
2024
Q1
$51.2K Sell
888
-14
-2% -$807 0.01% 239
2023
Q4
$43.2K Buy
902
+14
+2% +$671 ﹤0.01% 261
2023
Q3
$45.4K Hold
888
0.01% 236
2023
Q2
$50.9K Buy
888
+86
+11% +$4.93K 0.01% 250
2023
Q1
$48.4K Hold
802
0.01% 231
2022
Q4
$47.1K Buy
802
+15
+2% +$881 0.01% 226
2022
Q3
$45K Sell
787
-1
-0.1% -$57 0.01% 224
2022
Q2
$42K Hold
788
0.01% 225
2022
Q1
$45K Sell
788
-460
-37% -$26.3K 0.01% 252
2021
Q4
$59K Buy
1,248
+702
+129% +$33.2K 0.01% 242
2021
Q3
$23K Sell
546
-166
-23% -$6.99K ﹤0.01% 338
2021
Q2
$32K Hold
712
﹤0.01% 305
2021
Q1
$33K Buy
712
+85
+14% +$3.94K 0.01% 313
2020
Q4
$24K Sell
627
-61
-9% -$2.34K ﹤0.01% 302
2020
Q3
$20K Sell
688
-1,124
-62% -$32.7K ﹤0.01% 310
2020
Q2
$48K Sell
1,812
-63
-3% -$1.67K 0.01% 206
2020
Q1
$44K Buy
1,875
+6
+0.3% +$141 0.01% 222
2019
Q4
$56K Buy
1,869
+6
+0.3% +$180 0.01% 223
2019
Q3
$53K Buy
1,863
+1,060
+132% +$30.2K 0.01% 218
2019
Q2
$23K Buy
+803
New +$23K 0.01% 281