Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$368K Buy
17,028
+1,394
+9% +$30.1K ﹤0.01% 1802
2023
Q4
$348K Sell
15,634
-5,153
-25% -$115K ﹤0.01% 1334
2023
Q3
$633K Buy
20,787
+5,847
+39% +$178K 0.01% 933
2023
Q2
$558K Buy
14,940
+1,039
+7% +$38.8K 0.01% 993
2023
Q1
$444K Buy
13,901
+4,253
+44% +$136K 0.01% 1079
2022
Q4
$344K Buy
+9,648
New +$344K 0.01% 1160
2020
Q1
Sell
-67,220
Closed -$1.32M 880
2019
Q4
$1.32M Buy
+67,220
New +$1.32M 0.06% 311