Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$7.9K Hold
75
﹤0.01% 503
2023
Q4
$8.93K Sell
75
-5
-6% -$595 ﹤0.01% 466
2023
Q3
$10.7K Hold
80
﹤0.01% 402
2023
Q2
$11K Hold
80
﹤0.01% 395
2023
Q1
$12K Hold
80
0.01% 368
2022
Q4
$9K Buy
+80
New +$9K ﹤0.01% 360
2022
Q3
Sell
-167
Closed -$25K 511
2022
Q2
$25K Buy
167
+80
+92% +$12K 0.01% 281
2022
Q1
$12K Hold
87
﹤0.01% 424
2021
Q4
$13K Hold
87
0.01% 386
2021
Q3
$13K Hold
87
0.01% 358
2021
Q2
$18K Buy
87
+1
+1% +$207 0.01% 339
2021
Q1
$19K Hold
86
0.01% 392
2020
Q4
$18K Buy
86
+1
+1% +$209 0.01% 367
2020
Q3
$11K Buy
85
+1
+1% +$129 0.01% 399
2020
Q2
$10K Buy
+84
New +$10K 0.01% 384
2019
Q4
$1K Buy
+7
New +$1K ﹤0.01% 573