Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,333
Closed -$21.7K 211
2024
Q1
$21.7K Hold
7,333
0.01% 207
2023
Q4
$29.5K Hold
7,333
0.01% 197
2023
Q3
$19.9K Sell
7,333
-34
-0.5% -$92 0.01% 197
2023
Q2
$27.7K Buy
7,367
+667
+10% +$2.51K 0.01% 199
2023
Q1
$33K Hold
6,700
0.01% 191
2022
Q4
$43.8K Hold
6,700
0.02% 184
2022
Q3
$51K Hold
6,700
0.02% 179
2022
Q2
$48K Buy
+6,700
New +$48K 0.02% 171
2022
Q1
Sell
-6,700
Closed -$80K 121
2021
Q4
$80K Buy
6,700
+1,667
+33% +$19.9K 0.03% 185
2021
Q3
$69K Hold
5,033
0.03% 175
2021
Q2
$88K Buy
5,033
+833
+20% +$14.6K 0.04% 180
2021
Q1
$101K Sell
4,200
-800
-16% -$19.2K 0.05% 171
2020
Q4
$157K Buy
5,000
+2,500
+100% +$78.5K 0.08% 156
2020
Q3
$37K Sell
2,500
-3,333
-57% -$49.3K 0.02% 149
2020
Q2
$62K Buy
5,833
+2,500
+75% +$26.6K 0.04% 143
2020
Q1
$23K Buy
3,333
+833
+33% +$5.75K 0.02% 131
2019
Q4
$36K Buy
+2,500
New +$36K 0.02% 158