Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-24
Closed -$3K 996
2024
Q1
$3K Sell
24
-122
-84% -$15.3K ﹤0.01% 968
2023
Q4
$18K Buy
+146
New +$18K ﹤0.01% 724
2021
Q2
Sell
-1,274
Closed -$130K 1065
2021
Q1
$130K Sell
1,274
-438
-26% -$44.7K 0.01% 387
2020
Q4
$180K Sell
1,712
-1,302
-43% -$137K 0.01% 324
2020
Q3
$333K Buy
3,014
+139
+5% +$15.4K 0.03% 209
2020
Q2
$308K Buy
2,875
+252
+10% +$27K 0.03% 208
2020
Q1
$240K Buy
2,623
+1,293
+97% +$118K 0.03% 211
2019
Q4
$115K Buy
1,330
+80
+6% +$6.92K 0.01% 375
2019
Q3
$114K Buy
+1,250
New +$114K 0.01% 370