Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-37
Closed -$9.64K 1296
2024
Q1
$9.64K Sell
37
-50
-57% -$13K ﹤0.01% 954
2023
Q4
$17.4K Sell
87
-494
-85% -$98.6K ﹤0.01% 864
2023
Q3
$98.8K Hold
581
﹤0.01% 552
2023
Q2
$120K Sell
581
-2
-0.3% -$413 ﹤0.01% 541
2023
Q1
$133K Buy
583
+331
+131% +$75.8K ﹤0.01% 510
2022
Q4
$48.5K Buy
252
+2
+0.8% +$385 ﹤0.01% 676
2022
Q3
$47K Buy
250
+161
+181% +$30.3K ﹤0.01% 676
2022
Q2
$17K Hold
89
﹤0.01% 839
2022
Q1
$19K Hold
89
﹤0.01% 819
2021
Q4
$27K Buy
89
+39
+78% +$11.8K ﹤0.01% 761
2021
Q3
$14K Hold
50
﹤0.01% 889
2021
Q2
$12K Hold
50
﹤0.01% 849
2021
Q1
$11K Hold
50
﹤0.01% 848
2020
Q4
$14K Buy
+50
New +$14K ﹤0.01% 797