Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-349
Closed -$1.54K 1009
2024
Q2
$1.54K Hold
349
﹤0.01% 578
2024
Q1
$1.92K Hold
349
﹤0.01% 510
2023
Q4
$2K Hold
349
﹤0.01% 485
2023
Q3
$2.12K Hold
349
﹤0.01% 540
2023
Q2
$2.26K Buy
+349
New +$2.26K ﹤0.01% 540
2022
Q4
Sell
-461
Closed -$4K 918
2022
Q3
$4K Sell
461
-15,481
-97% -$134K ﹤0.01% 646
2022
Q2
$158K Sell
15,942
-17,415
-52% -$173K 0.12% 133
2022
Q1
$442K Buy
33,357
+4,569
+16% +$60.5K 0.3% 72
2021
Q4
$599K Buy
28,788
+12,740
+79% +$265K 0.39% 60
2021
Q3
$482K Buy
16,048
+15,587
+3,381% +$468K 0.34% 77
2021
Q2
$17K Hold
461
0.01% 419
2021
Q1
$12K Buy
+461
New +$12K 0.01% 454