Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1
Closed -$805 501
2023
Q4
$805 Hold
1
﹤0.01% 479
2023
Q3
$726 Sell
1
-2
-67% -$1.45K ﹤0.01% 464
2023
Q2
$2.4K Hold
3
﹤0.01% 485
2023
Q1
$2.2K Sell
3
-1
-25% -$733 ﹤0.01% 520
2022
Q4
$2.62K Buy
+4
New +$2.62K ﹤0.01% 469
2021
Q3
Sell
-13
Closed -$10K 577
2021
Q2
$10K Hold
13
﹤0.01% 406
2021
Q1
$9K Hold
13
﹤0.01% 443
2020
Q4
$9K Hold
13
﹤0.01% 386
2020
Q3
$10K Hold
13
﹤0.01% 379
2020
Q2
$9K Hold
13
﹤0.01% 369
2020
Q1
$8K Hold
13
﹤0.01% 410
2019
Q4
$8K Sell
13
-18
-58% -$11.1K ﹤0.01% 398
2019
Q3
$18K Buy
31
+14
+82% +$8.13K ﹤0.01% 335
2019
Q2
$8K Buy
17
+13
+325% +$6.12K ﹤0.01% 353
2019
Q1
$2K Hold
4
﹤0.01% 379
2018
Q4
$1K Buy
+4
New +$1K ﹤0.01% 336
2018
Q1
Sell
-7
Closed -$3K 435
2017
Q4
$3K Buy
+7
New +$3K ﹤0.01% 314