Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-865
Closed -$31.2K 287
2024
Q2
$31.2K Hold
865
0.01% 144
2024
Q1
$32.6K Hold
865
0.01% 145
2023
Q4
$30.6K Hold
865
0.01% 144
2023
Q3
$33.5K Hold
865
0.02% 138
2023
Q2
$32.8K Hold
865
0.02% 136
2023
Q1
$33K Hold
865
0.02% 136
2022
Q4
$30K Hold
865
0.02% 141
2022
Q3
$25K Hold
865
0.03% 153
2022
Q2
$25K Hold
865
0.03% 150
2022
Q1
$25K Hold
865
0.03% 157
2021
Q4
$23K Hold
865
0.03% 169
2021
Q3
$24K Hold
865
0.03% 158
2021
Q2
$23K Hold
865
0.03% 162
2021
Q1
$21K Hold
865
0.03% 159
2020
Q4
$18K Hold
865
0.03% 166
2020
Q3
$15K Hold
865
0.03% 156
2020
Q2
$20K Hold
865
0.05% 123
2020
Q1
$21K Hold
865
0.06% 112
2019
Q4
$33K Hold
865
0.11% 99
2019
Q3
$33K Sell
865
-15
-2% -$572 0.11% 99
2019
Q2
$36K Buy
+880
New +$36K 0.12% 94
2015
Q4
Sell
-81
Closed -$2K 246
2015
Q3
$2K Buy
+81
New +$2K 0.01% 174