Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-92
Closed -$11.3K 665
2024
Q1
$11.3K Buy
92
+18
+24% +$2.21K ﹤0.01% 356
2023
Q4
$8.81K Hold
74
﹤0.01% 371
2023
Q3
$8.53K Hold
74
﹤0.01% 365
2023
Q2
$8.28K Hold
74
﹤0.01% 398
2023
Q1
$8.48K Buy
+74
New +$8.48K ﹤0.01% 410
2021
Q1
Sell
-100
Closed -$9K 596
2020
Q4
$9K Hold
100
﹤0.01% 388
2020
Q3
$8K Buy
+100
New +$8K ﹤0.01% 398
2020
Q2
Sell
-37
Closed -$2K 550
2020
Q1
$2K Hold
37
﹤0.01% 487
2019
Q4
$4K Hold
37
﹤0.01% 426
2019
Q3
$4K Hold
37
﹤0.01% 495
2019
Q2
$3K Buy
+37
New +$3K ﹤0.01% 406
2018
Q4
Sell
-90
Closed -$7K 368
2018
Q3
$7K Sell
90
-270
-75% -$21K ﹤0.01% 280
2018
Q2
$25K Hold
360
0.01% 219
2018
Q1
$22K Buy
+360
New +$22K 0.01% 247