Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,680
Closed -$34.1K 30
2024
Q1
$34.1K Hold
1,680
0.03% 25
2023
Q4
$31K Hold
1,680
0.03% 26
2023
Q3
$25.1K Hold
1,680
0.02% 27
2023
Q2
$34.4K Hold
1,680
0.03% 24
2023
Q1
$27.3K Hold
1,680
0.03% 26
2022
Q4
$27.1K Hold
1,680
0.03% 28
2022
Q3
$28K Hold
1,680
0.03% 22
2022
Q2
$35K Hold
1,680
0.03% 22
2022
Q1
$46K Hold
1,680
0.04% 22
2021
Q4
$38K Hold
1,680
0.03% 24
2021
Q3
$44K Hold
1,680
0.04% 23
2021
Q2
$61K Sell
1,680
-820
-33% -$29.8K 0.05% 22
2021
Q1
$95K Hold
2,500
0.09% 22
2020
Q4
$78K Buy
+2,500
New +$78K 0.07% 23