Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-788
Closed -$8.13K 3176
2023
Q4
$8.13K Buy
+788
New +$8.13K ﹤0.01% 2942
2023
Q2
Sell
-727
Closed -$6.59K 3156
2023
Q1
$6.59K Sell
727
-10
-1% -$91 ﹤0.01% 3046
2022
Q4
$3.13K Buy
+737
New +$3.13K ﹤0.01% 3277
2022
Q1
Sell
-5,862
Closed -$225K 1530
2021
Q4
$225K Sell
5,862
-15,482
-73% -$594K 0.01% 1248
2021
Q3
$1.07M Sell
21,344
-1,295
-6% -$64.9K 0.03% 572
2021
Q2
$1.44M Sell
22,639
-654
-3% -$41.5K 0.05% 483
2021
Q1
$1.55M Buy
23,293
+17,915
+333% +$1.19M 0.06% 420
2020
Q4
$369K Buy
5,378
+5,092
+1,780% +$349K 0.01% 859
2020
Q3
$14K Buy
+286
New +$14K ﹤0.01% 2254
2020
Q2
Sell
-286
Closed -$4K 2377
2020
Q1
$4K Hold
286
﹤0.01% 2577
2019
Q4
$6K Buy
+286
New +$6K ﹤0.01% 2564