Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-57
Closed -$2K 1073
2024
Q1
$2K Buy
+57
New +$2K ﹤0.01% 1019
2023
Q1
Sell
-2,006
Closed -$56K 1004
2022
Q4
$56K Hold
2,006
﹤0.01% 499
2022
Q3
$49K Hold
2,006
﹤0.01% 514
2022
Q2
$54K Hold
2,006
﹤0.01% 527
2022
Q1
$63K Hold
2,006
﹤0.01% 527
2021
Q4
$64K Hold
2,006
﹤0.01% 529
2021
Q3
$57K Hold
2,006
﹤0.01% 537
2021
Q2
$53K Hold
2,006
﹤0.01% 542
2021
Q1
$50K Hold
2,006
﹤0.01% 559
2020
Q4
$49K Hold
2,006
﹤0.01% 528
2020
Q3
$45K Hold
2,006
﹤0.01% 522
2020
Q2
$47K Hold
2,006
﹤0.01% 499
2020
Q1
$43K Hold
2,006
﹤0.01% 471
2019
Q4
$51K Hold
2,006
﹤0.01% 517
2019
Q3
$48K Sell
2,006
-806
-29% -$19.3K ﹤0.01% 532
2019
Q2
$69K Hold
2,812
0.01% 467
2019
Q1
$60K Hold
2,812
0.01% 472
2018
Q4
$58K Hold
2,812
0.01% 450
2018
Q3
$59K Buy
+2,812
New +$59K 0.01% 499