Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-160
Closed -$7.85K 1339
2024
Q1
$7.85K Buy
160
+5
+3% +$245 ﹤0.01% 1307
2023
Q4
$8.85K Hold
155
﹤0.01% 1242
2023
Q3
$7.1K Sell
155
-9
-5% -$412 ﹤0.01% 1208
2023
Q2
$7.43K Buy
164
+39
+31% +$1.77K ﹤0.01% 1222
2023
Q1
$5.74K Buy
125
+41
+49% +$1.88K ﹤0.01% 1186
2022
Q4
$2.85K Hold
84
﹤0.01% 1167
2022
Q3
$4K Buy
84
+27
+47% +$1.29K ﹤0.01% 1199
2022
Q2
$4K Hold
57
﹤0.01% 1224
2022
Q1
$6K Buy
+57
New +$6K ﹤0.01% 1315
2021
Q1
Sell
-20
Closed -$2K 1345
2020
Q4
$2K Sell
20
-5
-20% -$500 ﹤0.01% 1217
2020
Q3
$2K Sell
25
-3
-11% -$240 ﹤0.01% 1179
2020
Q2
$1K Buy
28
+1
+4% +$36 ﹤0.01% 1145
2020
Q1
$1K Hold
27
﹤0.01% 1103
2019
Q4
$2K Buy
+27
New +$2K ﹤0.01% 1140
2019
Q3
Sell
-4,526
Closed -$262K 1197
2019
Q2
$262K Buy
+4,526
New +$262K 0.01% 977