Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-290
Closed -$6.36K 3943
2023
Q4
$6.36K Buy
+290
New +$6.36K ﹤0.01% 3452
2022
Q2
Sell
-172
Closed -$2K 4030
2022
Q1
$2K Sell
172
-1,064
-86% -$12.4K ﹤0.01% 3768
2021
Q4
$19K Sell
1,236
-358
-22% -$5.5K ﹤0.01% 3113
2021
Q3
$31K Sell
1,594
-428
-21% -$8.32K ﹤0.01% 2874
2021
Q2
$52K Hold
2,022
﹤0.01% 2639
2021
Q1
$38K Buy
2,022
+770
+62% +$14.5K ﹤0.01% 2699
2020
Q4
$32K Hold
1,252
﹤0.01% 2676
2020
Q3
$34K Buy
+1,252
New +$34K ﹤0.01% 2539