Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-533
Closed -$11K 1566
2024
Q3
$11K Buy
+533
New +$11K ﹤0.01% 1189
2024
Q1
Sell
-759
Closed -$48K 1434
2023
Q4
$48K Buy
759
+178
+31% +$11.3K ﹤0.01% 1174
2023
Q3
$42K Buy
581
+292
+101% +$21.1K ﹤0.01% 925
2023
Q2
$18K Buy
+289
New +$18K ﹤0.01% 1278
2022
Q4
Sell
-1,154
Closed -$43K 1632
2022
Q3
$43K Buy
1,154
+764
+196% +$28.5K ﹤0.01% 1235
2022
Q2
$20K Buy
+390
New +$20K ﹤0.01% 1325
2021
Q3
Sell
-414
Closed -$47K 1531
2021
Q2
$47K Buy
+414
New +$47K ﹤0.01% 1341
2019
Q2
Sell
-21
Closed -$5K 1455
2019
Q1
$5K Buy
+21
New +$5K ﹤0.01% 1344
2018
Q2
Sell
-118
Closed -$61K 1985
2018
Q1
$61K Buy
+118
New +$61K ﹤0.01% 1674