Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-58
Closed -$20.2K 1322
2024
Q1
$20.2K Hold
58
﹤0.01% 740
2023
Q4
$16.9K Hold
58
﹤0.01% 738
2023
Q3
$15.3K Hold
58
﹤0.01% 751
2023
Q2
$19.1K Hold
58
﹤0.01% 721
2023
Q1
$14.1K Hold
58
﹤0.01% 761
2022
Q4
$15.5K Hold
58
﹤0.01% 742
2022
Q3
$14K Hold
58
﹤0.01% 739
2022
Q2
$12K Hold
58
﹤0.01% 803
2022
Q1
$19K Buy
58
+23
+66% +$7.53K ﹤0.01% 722
2021
Q4
$19K Hold
35
﹤0.01% 780
2021
Q3
$23K Hold
35
﹤0.01% 734
2021
Q2
$24K Hold
35
﹤0.01% 741
2021
Q1
$21K Hold
35
﹤0.01% 670
2020
Q4
$16K Buy
+35
New +$16K ﹤0.01% 676