Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-99
Closed -$3.47K 314
2024
Q2
$3.47K Hold
99
﹤0.01% 282
2024
Q1
$2.99K Buy
99
+61
+161% +$1.84K ﹤0.01% 282
2023
Q4
$1.14K Hold
38
﹤0.01% 322
2023
Q3
$977 Hold
38
﹤0.01% 399
2023
Q2
$1.17K Hold
38
﹤0.01% 358
2023
Q1
$1.12K Buy
+38
New +$1.12K ﹤0.01% 289
2022
Q3
$1K Hold
32
﹤0.01% 238
2022
Q2
$1K Hold
32
﹤0.01% 267
2022
Q1
$1K Sell
32
-10
-24% -$313 ﹤0.01% 302
2021
Q4
$2K Hold
42
﹤0.01% 263
2021
Q3
$1K Hold
42
﹤0.01% 359
2021
Q2
$1K Hold
42
﹤0.01% 352
2021
Q1
$1K Hold
42
﹤0.01% 307
2020
Q4
$1K Buy
+42
New +$1K ﹤0.01% 282
2018
Q3
Sell
-17,692
Closed -$388K 327
2018
Q2
$388K Sell
17,692
-93
-0.5% -$2.04K 0.09% 194
2018
Q1
$390K Buy
+17,785
New +$390K 0.09% 195
2015
Q1
Sell
-143,022
Closed -$2.61M 207
2014
Q4
$2.61M Buy
+143,022
New +$2.61M 0.89% 29