Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-32
Closed -$1.89K 935
2024
Q2
$1.89K Sell
32
-28
-47% -$1.66K ﹤0.01% 853
2024
Q1
$3.92K Hold
60
﹤0.01% 784
2023
Q4
$4.32K Sell
60
-25
-29% -$1.8K ﹤0.01% 759
2023
Q3
$5.95K Buy
85
+8
+10% +$560 ﹤0.01% 708
2023
Q2
$5.23K Buy
+77
New +$5.23K ﹤0.01% 722
2023
Q1
Sell
-17
Closed -$1.15K 1050
2022
Q4
$1.15K Sell
17
-75
-82% -$5.08K ﹤0.01% 995
2022
Q3
$7K Buy
92
+10
+12% +$761 ﹤0.01% 745
2022
Q2
$9K Buy
82
+13
+19% +$1.43K ﹤0.01% 756
2022
Q1
$8K Buy
69
+47
+214% +$5.45K ﹤0.01% 876
2021
Q4
$4K Sell
22
-16
-42% -$2.91K ﹤0.01% 883
2021
Q3
$10K Sell
38
-10
-21% -$2.63K ﹤0.01% 739
2021
Q2
$19K Sell
48
-25
-34% -$9.9K ﹤0.01% 608
2021
Q1
$23K Sell
73
-28
-28% -$8.82K ﹤0.01% 555
2020
Q4
$34K Buy
101
+12
+13% +$4.04K ﹤0.01% 459
2020
Q3
$42K Buy
89
+53
+147% +$25K 0.01% 407
2020
Q2
$9K Buy
+36
New +$9K ﹤0.01% 662