Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-72
Closed -$14.9K 288
2023
Q4
$14.9K Hold
72
0.01% 205
2023
Q3
$18.7K Hold
72
0.01% 207
2023
Q2
$23.1K Buy
72
+9
+14% +$2.89K 0.01% 190
2023
Q1
$19.2K Hold
63
0.01% 192
2022
Q4
$20K Hold
63
0.01% 193
2022
Q3
$21K Hold
63
0.01% 176
2022
Q2
$18K Sell
63
-7
-10% -$2K 0.01% 184
2022
Q1
$24K Hold
70
0.01% 232
2021
Q4
$29K Hold
70
0.02% 243
2021
Q3
$35K Sell
70
-3
-4% -$1.5K 0.02% 192
2021
Q2
$27K Hold
73
0.02% 183
2021
Q1
$27K Sell
73
-4
-5% -$1.48K 0.02% 178
2020
Q4
$35K Hold
77
0.03% 169
2020
Q3
$24K Hold
77
0.02% 177
2020
Q2
$24K Sell
77
-16
-17% -$4.99K 0.02% 173
2020
Q1
$19K Hold
93
0.02% 179
2019
Q4
$25K Buy
+93
New +$25K 0.02% 184