Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$15.4K Hold
35
﹤0.01% 349
2024
Q1
$16.3K Hold
35
﹤0.01% 325
2023
Q4
$14.4K Sell
35
-195
-85% -$80.1K ﹤0.01% 334
2023
Q3
$85.6K Sell
230
-182
-44% -$67.8K 0.01% 188
2023
Q2
$157K Buy
412
+182
+79% +$69.4K 0.02% 156
2023
Q1
$81.8K Sell
230
-37
-14% -$13.2K 0.01% 189
2022
Q4
$87.1K Buy
267
+23
+9% +$7.5K 0.01% 181
2022
Q3
$65K Hold
244
0.01% 190
2022
Q2
$70K Hold
244
0.01% 181
2022
Q1
$78K Hold
244
0.01% 193
2021
Q4
$85K Hold
244
0.01% 197
2021
Q3
$72K Buy
244
+14
+6% +$4.13K 0.01% 207
2021
Q2
$66K Hold
230
0.01% 209
2021
Q1
$64K Sell
230
-41
-15% -$11.4K 0.01% 215
2020
Q4
$71K Hold
271
0.01% 193
2020
Q3
$65K Buy
271
+41
+18% +$9.83K 0.02% 188
2020
Q2
$48K Hold
230
0.01% 209
2020
Q1
$39K Hold
230
0.01% 242
2019
Q4
$49K Hold
230
0.01% 242
2019
Q3
$45K Hold
230
0.01% 240
2019
Q2
$46K Hold
230
0.01% 216
2019
Q1
$40K Hold
230
0.01% 220
2018
Q4
$35K Buy
+230
New +$35K 0.01% 200