Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6
Closed -$402 860
2024
Q3
$402 Hold
6
﹤0.01% 836
2024
Q2
$680 Buy
+6
New +$680 ﹤0.01% 848
2023
Q4
Sell
-110
Closed -$10.3K 863
2023
Q3
$10.3K Buy
110
+3
+3% +$280 ﹤0.01% 622
2023
Q2
$13.8K Sell
107
-3
-3% -$386 ﹤0.01% 612
2023
Q1
$12.8K Sell
110
-4
-4% -$465 ﹤0.01% 628
2022
Q4
$12.9K Buy
114
+1
+0.9% +$113 ﹤0.01% 619
2022
Q3
$9K Sell
113
-7
-6% -$558 ﹤0.01% 656
2022
Q2
$9K Buy
120
+8
+7% +$600 ﹤0.01% 656
2022
Q1
$14K Buy
112
+48
+75% +$6K ﹤0.01% 636
2021
Q4
$9K Sell
64
-28
-30% -$3.94K ﹤0.01% 683
2021
Q3
$13K Hold
92
﹤0.01% 749
2021
Q2
$10K Buy
+92
New +$10K ﹤0.01% 779