Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$38K Hold
362
0.01% 268
2023
Q4
$31.9K Hold
362
0.01% 274
2023
Q3
$27.5K Sell
362
-25
-6% -$1.9K 0.01% 276
2023
Q2
$29.6K Sell
387
-273
-41% -$20.9K 0.01% 266
2023
Q1
$42K Hold
660
0.02% 217
2022
Q4
$40K Buy
660
+90
+16% +$5.46K 0.02% 204
2022
Q3
$35K Sell
570
-177
-24% -$10.9K 0.03% 144
2022
Q2
$49K Buy
747
+90
+14% +$5.9K 0.02% 216
2022
Q1
$55K Buy
657
+90
+16% +$7.53K 0.02% 223
2021
Q4
$52K Hold
567
0.02% 227
2021
Q3
$51K Hold
567
0.02% 227
2021
Q2
$46K Hold
567
0.02% 245
2021
Q1
$41K Hold
567
0.02% 301
2020
Q4
$37K Hold
567
0.02% 294
2020
Q3
$25K Hold
567
0.01% 306
2020
Q2
$25K Buy
+567
New +$25K 0.02% 297
2019
Q4
$35K Buy
+567
New +$35K 0.02% 255