Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,292
Closed -$23.1K 541
2024
Q2
$23.1K Sell
11,292
-2,355
-17% -$4.83K ﹤0.01% 516
2024
Q1
$33.8K Buy
13,647
+148
+1% +$367 ﹤0.01% 505
2023
Q4
$37.8K Buy
13,499
+2,962
+28% +$8.29K ﹤0.01% 500
2023
Q3
$27.2K Hold
10,537
﹤0.01% 476
2023
Q2
$33.5K Hold
10,537
﹤0.01% 443
2023
Q1
$29.7K Hold
10,537
﹤0.01% 385
2022
Q4
$28.7K Hold
10,537
0.01% 361
2022
Q3
$30K Hold
10,537
0.01% 308
2022
Q2
$26K Hold
10,537
0.01% 317
2022
Q1
$34K Buy
+10,537
New +$34K 0.01% 326
2020
Q1
Sell
-1,046
Closed -$5K 985
2019
Q4
$5K Buy
+1,046
New +$5K ﹤0.01% 791