Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-74
Closed -$17.1K 267
2024
Q1
$17.1K Hold
74
0.01% 232
2023
Q4
$14.7K Hold
74
0.01% 206
2023
Q3
$12.5K Hold
74
0.01% 232
2023
Q2
$13.8K Sell
74
-9
-11% -$1.68K 0.01% 210
2023
Q1
$13.7K Hold
83
0.01% 200
2022
Q4
$12K Hold
83
0.01% 213
2022
Q3
$12K Hold
83
0.01% 198
2022
Q2
$13K Hold
83
0.01% 197
2022
Q1
$15K Hold
83
0.01% 255
2021
Q4
$19K Hold
83
0.01% 262
2021
Q3
$17K Hold
83
0.01% 230
2021
Q2
$17K Hold
83
0.01% 199
2021
Q1
$18K Sell
83
-6
-7% -$1.3K 0.01% 198
2020
Q4
$19K Hold
89
0.01% 195
2020
Q3
$18K Hold
89
0.02% 184
2020
Q2
$18K Sell
89
-10
-10% -$2.02K 0.02% 187
2020
Q1
$15K Hold
99
0.02% 191
2019
Q4
$19K Buy
+99
New +$19K 0.02% 200