Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-65
Closed -$16.2K 226
2023
Q4
$16.2K Sell
65
-100
-61% -$24.8K ﹤0.01% 193
2023
Q3
$41.3K Sell
165
-100
-38% -$25K 0.02% 143
2023
Q2
$69.4K Sell
265
-261
-50% -$68.3K 0.01% 279
2023
Q1
$109K Buy
526
+226
+75% +$46.9K 0.02% 194
2022
Q4
$37K Sell
300
-651
-68% -$80.2K 0.01% 241
2022
Q3
$252K Sell
951
-90
-9% -$23.8K 0.1% 77
2022
Q2
$234K Sell
1,041
-597
-36% -$134K 0.08% 94
2022
Q1
$588K Hold
1,638
0.17% 63
2021
Q4
$577K Buy
1,638
+621
+61% +$219K 0.16% 62
2021
Q3
$263K Buy
1,017
+717
+239% +$185K 0.08% 90
2021
Q2
$68K Sell
300
-405
-57% -$91.8K 0.02% 173
2021
Q1
$157K Buy
+705
New +$157K 0.06% 109