Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-43
Closed -$12K 285
2024
Q3
$12K Buy
+43
New +$12K ﹤0.01% 255
2024
Q2
Sell
-117
Closed -$29.2K 266
2024
Q1
$29.2K Hold
117
0.01% 195
2023
Q4
$27.1K Sell
117
-15
-11% -$3.47K 0.01% 184
2023
Q3
$29K Buy
132
+14
+12% +$3.08K 0.02% 187
2023
Q2
$25.2K Hold
118
0.01% 184
2023
Q1
$26.5K Hold
118
0.02% 173
2022
Q4
$28K Hold
118
0.02% 179
2022
Q3
$27K Hold
118
0.02% 167
2022
Q2
$27K Hold
118
0.02% 169
2022
Q1
$31K Sell
118
-269
-70% -$70.7K 0.02% 212
2021
Q4
$113K Buy
387
+254
+191% +$74.2K 0.07% 144
2021
Q3
$36K Sell
133
-11
-8% -$2.98K 0.02% 190
2021
Q2
$34K Hold
144
0.02% 171
2021
Q1
$29K Sell
144
-17
-11% -$3.42K 0.02% 172
2020
Q4
$32K Hold
161
0.02% 174
2020
Q3
$31K Hold
161
0.03% 163
2020
Q2
$25K Sell
161
-17
-10% -$2.64K 0.02% 170
2020
Q1
$22K Hold
178
0.03% 167
2019
Q4
$24K Buy
+178
New +$24K 0.02% 186