Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-42
Closed -$6.31K 296
2024
Q3
$6.31K Buy
+42
New +$6.31K ﹤0.01% 280
2023
Q4
Sell
-19
Closed -$2.97K 282
2023
Q3
$2.97K Buy
+19
New +$2.97K ﹤0.01% 287
2022
Q2
Sell
-447
Closed -$66K 280
2022
Q1
$66K Hold
447
0.04% 170
2021
Q4
$51K Buy
+447
New +$51K 0.03% 203
2021
Q2
Sell
-3,039
Closed -$244K 241
2021
Q1
$244K Sell
3,039
-1,148
-27% -$92.2K 0.17% 78
2020
Q4
$223K Buy
4,187
+1,076
+35% +$57.3K 0.17% 71
2020
Q3
$140K Buy
3,111
+370
+13% +$16.7K 0.13% 100
2020
Q2
$114K Sell
2,741
-573
-17% -$23.8K 0.11% 110
2020
Q1
$119K Buy
+3,314
New +$119K 0.14% 91