Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-53
Closed -$4.64K 975
2024
Q3
$4.64K Buy
+53
New +$4.64K ﹤0.01% 590
2022
Q4
Sell
-841
Closed -$50K 854
2022
Q3
$50K Sell
841
-17
-2% -$1.01K 0.04% 236
2022
Q2
$51K Hold
858
0.04% 249
2022
Q1
$60K Sell
858
-11
-1% -$769 0.04% 241
2021
Q4
$70K Hold
869
0.05% 235
2021
Q3
$61K Sell
869
-77
-8% -$5.41K 0.04% 252
2021
Q2
$72K Hold
946
0.05% 231
2021
Q1
$68K Hold
946
0.05% 234
2020
Q4
$68K Buy
+946
New +$68K 0.06% 220