Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,000
Closed -$3K 6538
2024
Q2
$3K Sell
1,000
-8
-0.8% -$24 ﹤0.01% 5571
2024
Q1
$5.75K Buy
1,008
+1
+0.1% +$6 ﹤0.01% 5474
2023
Q4
$10.7K Hold
1,007
﹤0.01% 5386
2023
Q3
$7.34K Sell
1,007
-1
-0.1% -$7 ﹤0.01% 5499
2023
Q2
$9.17K Buy
1,008
+1
+0.1% +$9 ﹤0.01% 5622
2023
Q1
$10.3K Hold
1,007
﹤0.01% 5531
2022
Q4
$8.45K Buy
1,007
+200
+25% +$1.68K ﹤0.01% 5293
2022
Q3
$8K Buy
807
+301
+59% +$2.98K ﹤0.01% 5441
2022
Q2
$4K Buy
506
+403
+391% +$3.19K ﹤0.01% 5803
2022
Q1
$2K Hold
103
﹤0.01% 6329
2021
Q4
$3K Buy
103
+102
+10,200% +$2.97K ﹤0.01% 6251
2021
Q3
$0 Hold
1
﹤0.01% 6981
2021
Q2
$0 Buy
+1
New ﹤0.01% 6877
2021
Q1
Hold
0
6813
2020
Q4
Hold
0
6469
2020
Q3
Hold
0
6309