Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,300
Closed -$17K 891
2023
Q4
$17K Sell
3,300
-11,258
-77% -$58K ﹤0.01% 880
2023
Q3
$60K Buy
14,558
+11,258
+341% +$46.4K 0.01% 662
2023
Q2
$24K Buy
3,300
+120
+4% +$873 ﹤0.01% 776
2023
Q1
$7K Buy
3,180
+734
+30% +$1.62K ﹤0.01% 1058
2022
Q4
$9K Sell
2,446
-2,294
-48% -$8.44K ﹤0.01% 1299
2022
Q3
$29K Buy
4,740
+3,599
+315% +$22K ﹤0.01% 1068
2022
Q2
$5K Sell
1,141
-5,453
-83% -$23.9K ﹤0.01% 1513
2022
Q1
$83K Buy
6,594
+5,097
+340% +$64.2K ﹤0.01% 866
2021
Q4
$18K Sell
1,497
-3,043
-67% -$36.6K ﹤0.01% 1503
2021
Q3
$82K Sell
4,540
-3,093
-41% -$55.9K ﹤0.01% 1033
2021
Q2
$85K Buy
+7,633
New +$85K ﹤0.01% 1050
2021
Q1
Hold
0
2011