Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6
Closed -$446 880
2024
Q3
$446 Sell
6
-35
-85% -$2.6K ﹤0.01% 845
2024
Q2
$3.84K Sell
41
-46
-53% -$4.31K ﹤0.01% 782
2024
Q1
$9.1K Sell
87
-18
-17% -$1.88K ﹤0.01% 689
2023
Q4
$9.51K Hold
105
﹤0.01% 667
2023
Q3
$8.56K Buy
105
+4
+4% +$326 ﹤0.01% 653
2023
Q2
$7K Hold
101
﹤0.01% 690
2023
Q1
$8.71K Sell
101
-10
-9% -$862 ﹤0.01% 664
2022
Q4
$7.59K Buy
111
+84
+311% +$5.74K ﹤0.01% 773
2022
Q3
$2K Sell
27
-1
-4% -$74 ﹤0.01% 871
2022
Q2
$3K Sell
28
-9
-24% -$964 ﹤0.01% 943
2022
Q1
$6K Sell
37
-10
-21% -$1.62K ﹤0.01% 924
2021
Q4
$11K Hold
47
﹤0.01% 730
2021
Q3
$11K Hold
47
﹤0.01% 713
2021
Q2
$11K Hold
47
﹤0.01% 716
2021
Q1
$10K Sell
47
-27
-36% -$5.75K ﹤0.01% 707
2020
Q4
$19K Hold
74
﹤0.01% 558
2020
Q3
$16K Buy
74
+11
+17% +$2.38K ﹤0.01% 578
2020
Q2
$13K Buy
63
+5
+9% +$1.03K ﹤0.01% 573
2020
Q1
$7K Buy
58
+22
+61% +$2.66K ﹤0.01% 656
2019
Q4
$4K Buy
36
+17
+89% +$1.89K ﹤0.01% 823
2019
Q3
$2K Hold
19
﹤0.01% 881
2019
Q2
$2K Buy
+19
New +$2K ﹤0.01% 819