Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4
Closed 765
2024
Q3
$0 Hold
4
﹤0.01% 799
2024
Q2
$0 Hold
4
﹤0.01% 775
2024
Q1
$0 Sell
4
-12
-75% ﹤0.01% 810
2023
Q4
$1K Sell
16
-42
-72% -$2.63K ﹤0.01% 798
2023
Q3
$4K Hold
58
﹤0.01% 688
2023
Q2
$5K Hold
58
﹤0.01% 650
2023
Q1
$6K Hold
58
﹤0.01% 609
2022
Q4
$7K Hold
58
﹤0.01% 583
2022
Q3
$6K Sell
58
-180
-76% -$18.6K ﹤0.01% 603
2022
Q2
$17K Buy
238
+54
+29% +$3.86K 0.01% 429
2022
Q1
$23K Hold
184
0.01% 397
2021
Q4
$40K Sell
184
-25
-12% -$5.44K 0.01% 334
2021
Q3
$43K Hold
209
0.02% 335
2021
Q2
$43K Buy
209
+29
+16% +$5.97K 0.02% 331
2021
Q1
$36K Buy
180
+160
+800% +$32K 0.02% 299
2020
Q4
$4K Hold
20
﹤0.01% 621
2020
Q3
$2K Buy
+20
New +$2K ﹤0.01% 653
2020
Q2
Sell
-150
Closed -$6K 861
2020
Q1
$6K Buy
+150
New +$6K 0.01% 447