Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$14K Buy
+551
New +$14K ﹤0.01% 573
2023
Q4
Hold
0
1286
2023
Q3
Sell
-25,149
Closed -$916K 1386
2023
Q2
$916K Sell
25,149
-32,089
-56% -$1.17M 0.13% 117
2023
Q1
$1.92M Buy
57,238
+50,308
+726% +$1.69M 0.2% 73
2022
Q4
$77K Sell
6,930
-3,530
-34% -$39.2K 0.01% 699
2022
Q3
$130K Buy
10,460
+3,314
+46% +$41.2K 0.01% 588
2022
Q2
$130K Sell
7,146
-5,571
-44% -$101K 0.01% 598
2022
Q1
$288K Buy
12,717
+4,897
+63% +$111K 0.02% 490
2021
Q4
$244K Buy
7,820
+6,920
+769% +$216K 0.01% 607
2021
Q3
$41K Buy
900
+520
+137% +$23.7K ﹤0.01% 1266
2021
Q2
$23K Sell
380
-442
-54% -$26.8K ﹤0.01% 1494
2021
Q1
$54K Sell
822
-24,768
-97% -$1.63M ﹤0.01% 1126
2020
Q4
$3.55M Buy
+25,590
New +$3.55M 0.17% 81