Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,627
Closed -$8.93K 1289
2024
Q2
$8.93K Hold
1,627
﹤0.01% 1046
2024
Q1
$11K Sell
1,627
-851
-34% -$5.75K ﹤0.01% 1028
2023
Q4
$15.2K Sell
2,478
-583
-19% -$3.57K ﹤0.01% 991
2023
Q3
$22.1K Sell
3,061
-35
-1% -$252 ﹤0.01% 918
2023
Q2
$26.7K Hold
3,096
﹤0.01% 903
2023
Q1
$28.7K Sell
3,096
-34
-1% -$315 ﹤0.01% 876
2022
Q4
$40.2K Sell
3,130
-166
-5% -$2.13K ﹤0.01% 790
2022
Q3
$30.3K Sell
3,296
-206
-6% -$1.9K ﹤0.01% 833
2022
Q2
$43.3K Sell
3,502
-106
-3% -$1.31K ﹤0.01% 759
2022
Q1
$55.5K Sell
3,608
-9
-0.2% -$139 ﹤0.01% 748
2021
Q4
$57.1K Sell
3,617
-54
-1% -$853 ﹤0.01% 727
2021
Q3
$47.2K Buy
3,671
+144
+4% +$1.85K ﹤0.01% 749
2021
Q2
$38.8K Hold
3,527
﹤0.01% 777
2021
Q1
$33.9K Buy
3,527
+485
+16% +$4.67K ﹤0.01% 766
2020
Q4
$20K Sell
3,042
-20
-0.7% -$132 ﹤0.01% 775
2020
Q3
$18.6K Buy
3,062
+87
+3% +$527 ﹤0.01% 744
2020
Q2
$21.6K Buy
2,975
+954
+47% +$6.92K ﹤0.01% 718
2020
Q1
$14.4K Buy
2,021
+248
+14% +$1.77K ﹤0.01% 725
2019
Q4
$16.5K Buy
+1,773
New +$16.5K ﹤0.01% 719