Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,210
Closed -$17.1K 3247
2024
Q2
$17.1K Sell
2,210
-63
-3% -$486 ﹤0.01% 2041
2024
Q1
$20.3K Hold
2,273
﹤0.01% 1987
2023
Q4
$23.4K Sell
2,273
-69
-3% -$710 ﹤0.01% 1844
2023
Q3
$23K Sell
2,342
-300
-11% -$2.94K ﹤0.01% 1774
2023
Q2
$38.7K Buy
2,642
+248
+10% +$3.64K ﹤0.01% 1561
2023
Q1
$34K Buy
2,394
+118
+5% +$1.67K ﹤0.01% 1587
2022
Q4
$32.4K Sell
2,276
-56
-2% -$797 ﹤0.01% 1571
2022
Q3
$42K Buy
2,332
+92
+4% +$1.66K ﹤0.01% 1355
2022
Q2
$62K Hold
2,240
﹤0.01% 1182
2022
Q1
$113K Hold
2,240
﹤0.01% 977
2021
Q4
$111K Hold
2,240
﹤0.01% 960
2021
Q3
$189K Sell
2,240
-2,211
-50% -$187K 0.01% 714
2021
Q2
$360K Hold
4,451
0.01% 464
2021
Q1
$251K Hold
4,451
0.01% 507
2020
Q4
$284K Sell
4,451
-50
-1% -$3.19K 0.01% 427
2020
Q3
$173K Buy
4,501
+3,269
+265% +$126K 0.01% 535
2020
Q2
$40K Buy
1,232
+1,202
+4,007% +$39K ﹤0.01% 1043
2020
Q1
$0 Buy
+30
New ﹤0.01% 2295