Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-21
Closed -$1.24K 471
2024
Q2
$1.24K Hold
21
﹤0.01% 393
2024
Q1
$1.44K Hold
21
﹤0.01% 386
2023
Q4
$1.7K Hold
21
﹤0.01% 371
2023
Q3
$1K Hold
21
﹤0.01% 387
2023
Q2
$2K Buy
+21
New +$2K ﹤0.01% 352
2022
Q1
Sell
-20
Closed -$4K 468
2021
Q4
$4K Buy
+20
New +$4K ﹤0.01% 344
2021
Q3
Sell
-34
Closed -$7K 492
2021
Q2
$7K Sell
34
-81
-70% -$16.7K ﹤0.01% 303
2021
Q1
$23K Buy
115
+37
+47% +$7.4K 0.01% 168
2020
Q4
$14K Sell
78
-30
-28% -$5.39K 0.01% 193
2020
Q3
$13K Buy
108
+18
+20% +$2.17K 0.01% 177
2020
Q2
$10K Buy
+90
New +$10K ﹤0.01% 195