Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,699
Closed -$20.1K 2884
2024
Q3
$20.1K Buy
1,699
+326
+24% +$3.86K ﹤0.01% 1840
2024
Q2
$17.3K Buy
1,373
+261
+23% +$3.28K ﹤0.01% 1632
2024
Q1
$28.2K Buy
+1,112
New +$28.2K ﹤0.01% 1562
2022
Q1
Sell
-38
Closed -$23K 929
2021
Q4
$23K Buy
38
+11
+41% +$6.66K 0.01% 621
2021
Q3
$43K Buy
27
+3
+13% +$4.78K 0.01% 611
2021
Q2
$59K Sell
24
-28
-54% -$68.8K 0.02% 717
2021
Q1
$195K Buy
+52
New +$195K 0.09% 506