Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-258
Closed -$9.23K 8759
2024
Q2
$9.23K Buy
+258
New +$9.23K ﹤0.01% 6597
2023
Q4
Hold
0
-$50 8538
2023
Q3
Hold
0
-$3 7854
2023
Q2
Hold
0
7701
2023
Q1
Sell
-56
Closed -$14K 9008
2022
Q4
$14K Buy
56
+44
+367% +$11K ﹤0.01% 6920
2022
Q3
$13K Buy
12
+4
+50% +$4.33K ﹤0.01% 6965
2022
Q2
$5K Buy
8
+3
+60% +$1.88K ﹤0.01% 7893
2022
Q1
$3K Buy
5
+3
+150% +$1.8K ﹤0.01% 8427
2021
Q4
$2K Sell
2
-12
-86% -$12K ﹤0.01% 8701
2021
Q3
$9K Buy
+14
New +$9K ﹤0.01% 6967
2020
Q3
Sell
-1
Closed -$2K 7380
2020
Q2
$2K Buy
+1
New +$2K ﹤0.01% 6798
2020
Q1
Hold
0
7221
2019
Q4
Sell
-2
Closed -$6K 7182
2019
Q3
$6K Sell
2
-1
-33% -$3K ﹤0.01% 6456
2019
Q2
$11K Buy
+3
New +$11K ﹤0.01% 6152
2019
Q1
Sell
-2
Closed -$20K 7115
2018
Q4
$20K Buy
+2
New +$20K ﹤0.01% 5875