Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-329
Closed -$37.5K 283
2024
Q3
$37.5K Hold
329
0.01% 135
2024
Q2
$34.2K Hold
329
0.01% 137
2024
Q1
$37.4K Hold
329
0.01% 139
2023
Q4
$36.2K Hold
329
0.01% 142
2023
Q3
$31.9K Hold
329
0.02% 140
2023
Q2
$33.3K Hold
329
0.02% 134
2023
Q1
$33K Hold
329
0.02% 134
2022
Q4
$36K Hold
329
0.02% 131
2022
Q3
$32K Hold
329
0.04% 140
2022
Q2
$36K Hold
329
0.04% 130
2022
Q1
$39K Hold
329
0.04% 139
2021
Q4
$46K Hold
329
0.05% 134
2021
Q3
$39K Hold
329
0.05% 140
2021
Q2
$38K Buy
+329
New +$38K 0.05% 140
2020
Q4
Sell
-10
Closed -$1K 296
2020
Q3
$1K Buy
+10
New +$1K ﹤0.01% 281