Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-48
Closed -$10K 1336
2024
Q3
$10K Sell
48
-3
-6% -$625 ﹤0.01% 1053
2024
Q2
$12K Buy
+51
New +$12K ﹤0.01% 1017
2022
Q2
Sell
-289
Closed -$31.6K 1270
2022
Q1
$31.6K Sell
289
-328
-53% -$35.9K ﹤0.01% 862
2021
Q4
$90.4K Buy
617
+19
+3% +$2.78K ﹤0.01% 653
2021
Q3
$60.8K Buy
598
+9
+2% +$915 ﹤0.01% 712
2021
Q2
$60.5K Buy
589
+47
+9% +$4.83K ﹤0.01% 705
2021
Q1
$47.6K Sell
542
-29
-5% -$2.55K ﹤0.01% 714
2020
Q4
$40.3K Sell
571
-17
-3% -$1.2K ﹤0.01% 687
2020
Q3
$31K Sell
588
-846
-59% -$44.6K ﹤0.01% 679
2020
Q2
$69.1K Sell
1,434
-78
-5% -$3.76K ﹤0.01% 562
2020
Q1
$50K Sell
1,512
-442
-23% -$14.6K ﹤0.01% 577
2019
Q4
$73.9K Buy
+1,954
New +$73.9K ﹤0.01% 557