Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-215
Closed -$9.86K 3296
2024
Q1
$9.86K Buy
215
+140
+187% +$6.42K ﹤0.01% 2306
2023
Q4
$1.8K Sell
75
-10
-12% -$239 ﹤0.01% 2777
2023
Q3
$1.67K Hold
85
﹤0.01% 2814
2023
Q2
$2.07K Buy
+85
New +$2.07K ﹤0.01% 2795
2022
Q4
Sell
-26
Closed -$1K 3426
2022
Q3
$1K Sell
26
-130
-83% -$5K ﹤0.01% 3059
2022
Q2
$5K Sell
156
-362
-70% -$11.6K ﹤0.01% 2477
2022
Q1
$23K Buy
518
+67
+15% +$2.98K ﹤0.01% 1771
2021
Q4
$19K Buy
451
+175
+63% +$7.37K ﹤0.01% 1816
2021
Q3
$10K Buy
276
+32
+13% +$1.16K ﹤0.01% 2089
2021
Q2
$12K Hold
244
﹤0.01% 1925
2021
Q1
$13K Sell
244
-30
-11% -$1.6K ﹤0.01% 1755
2020
Q4
$16K Sell
274
-8
-3% -$467 ﹤0.01% 1537
2020
Q3
$11K Buy
282
+38
+16% +$1.48K ﹤0.01% 1611
2020
Q2
$10K Buy
+244
New +$10K ﹤0.01% 1580
2019
Q1
Sell
-977
Closed -$55K 2074
2018
Q4
$55K Hold
977
0.01% 811
2018
Q3
$65K Hold
977
0.01% 788
2018
Q2
$68K Buy
+977
New +$68K 0.01% 752
2015
Q4
Sell
-50
Closed -$2K 1387
2015
Q3
$2K Buy
+50
New +$2K ﹤0.01% 1068
2014
Q3
Sell
-50
Closed -$2K 909
2014
Q2
$2K Buy
+50
New +$2K ﹤0.01% 727