Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7
Closed -$307 589
2024
Q3
$307 Buy
+7
New +$307 ﹤0.01% 439
2023
Q4
Sell
-1,320
Closed -$47.9K 450
2023
Q3
$47.9K Hold
1,320
0.03% 165
2023
Q2
$47K Hold
1,320
0.02% 168
2023
Q1
$47K Sell
1,320
-80
-6% -$2.85K 0.03% 171
2022
Q4
$49.2K Hold
1,400
0.03% 169
2022
Q3
$41K Sell
1,400
-36
-3% -$1.05K 0.03% 181
2022
Q2
$78K Buy
1,436
+36
+3% +$1.96K 0.05% 138
2022
Q1
$76K Sell
1,400
-505
-27% -$27.4K 0.04% 154
2021
Q4
$95K Buy
1,905
+505
+36% +$25.2K 0.04% 149
2021
Q3
$67K Hold
1,400
0.03% 166
2021
Q2
$70K Buy
+1,400
New +$70K 0.03% 171