Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-515
Closed -$8.75K 1492
2024
Q2
$8.75K Buy
515
+425
+472% +$7.22K ﹤0.01% 960
2024
Q1
$1.55K Sell
90
-1,190
-93% -$20.5K ﹤0.01% 1076
2023
Q4
$24.2K Buy
1,280
+110
+9% +$2.08K ﹤0.01% 867
2023
Q3
$19.4K Buy
1,170
+1,075
+1,132% +$17.9K ﹤0.01% 848
2023
Q2
$1.71K Sell
95
-1,695
-95% -$30.5K ﹤0.01% 1027
2023
Q1
$32.5K Sell
1,790
-14,065
-89% -$255K ﹤0.01% 883
2022
Q4
$242K Sell
15,855
-2,410
-13% -$36.8K ﹤0.01% 805
2022
Q3
$234K Sell
18,265
-79,270
-81% -$1.02M ﹤0.01% 811
2022
Q2
$1.6M Buy
97,535
+11,405
+13% +$187K 0.03% 422
2022
Q1
$1.77M Sell
86,130
-12,570
-13% -$258K 0.03% 439
2021
Q4
$2.5M Buy
98,700
+5,820
+6% +$147K 0.04% 357
2021
Q3
$2.05M Buy
+92,880
New +$2.05M 0.04% 391
2021
Q1
$2.18M Sell
102,860
-1,160
-1% -$24.6K 0.04% 373
2020
Q4
$2.1M Buy
104,020
+5,240
+5% +$106K 0.04% 356
2020
Q3
$1.52M Sell
98,780
-46,515
-32% -$714K 0.03% 379
2020
Q2
$2.01M Buy
+145,295
New +$2.01M 0.05% 327