Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,332
Closed -$32.1K 603
2024
Q3
$32.1K Hold
17,332
﹤0.01% 587
2024
Q2
$29.1K Hold
17,332
﹤0.01% 560
2024
Q1
$25.8K Hold
17,332
﹤0.01% 545
2023
Q4
$28.1K Hold
17,332
﹤0.01% 532
2023
Q3
$28.1K Sell
17,332
-2,300
-12% -$3.73K ﹤0.01% 523
2023
Q2
$38.9K Hold
19,632
﹤0.01% 518
2023
Q1
$36.1K Sell
19,632
-1,300
-6% -$2.39K ﹤0.01% 501
2022
Q4
$38K Buy
+20,932
New +$38K ﹤0.01% 514
2019
Q2
Sell
-70,848
Closed -$259K 414
2019
Q1
$259K Hold
70,848
0.03% 297
2018
Q4
$241K Buy
+70,848
New +$241K 0.03% 302