Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5
Closed -$724 951
2024
Q1
$724 Hold
5
﹤0.01% 860
2023
Q4
$706 Hold
5
﹤0.01% 863
2023
Q3
$671 Hold
5
﹤0.01% 861
2023
Q2
$718 Sell
5
-3
-38% -$431 ﹤0.01% 859
2023
Q1
$1.12K Hold
8
﹤0.01% 850
2022
Q4
$992 Hold
8
﹤0.01% 1004
2022
Q3
$1K Hold
8
﹤0.01% 899
2022
Q2
$1K Hold
8
﹤0.01% 1031
2022
Q1
$1K Hold
8
﹤0.01% 1108
2021
Q4
$1K Hold
8
﹤0.01% 969
2021
Q3
$1K Hold
8
﹤0.01% 975
2021
Q2
$1K Hold
8
﹤0.01% 950
2021
Q1
$1K Hold
8
﹤0.01% 917
2020
Q4
$1K Hold
8
﹤0.01% 907
2020
Q3
$1K Hold
8
﹤0.01% 988
2020
Q2
$1K Buy
+8
New +$1K ﹤0.01% 897
2019
Q3
Sell
-8
Closed -$1K 989
2019
Q2
$1K Buy
+8
New +$1K ﹤0.01% 869
2018
Q2
Sell
-33
Closed -$6K 589
2018
Q1
$6K Hold
33
﹤0.01% 441
2017
Q4
$6K Hold
33
﹤0.01% 504
2017
Q3
$6K Buy
+33
New +$6K ﹤0.01% 910