Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-801
Closed -$5K 924
2023
Q4
$5K Sell
801
-1,286
-62% -$8.03K ﹤0.01% 1078
2023
Q3
$13K Buy
2,087
+1,561
+297% +$9.72K ﹤0.01% 977
2023
Q2
$4K Buy
526
+90
+21% +$684 ﹤0.01% 1122
2023
Q1
$2K Sell
436
-866
-67% -$3.97K ﹤0.01% 1229
2022
Q4
$8K Sell
1,302
-535
-29% -$3.29K ﹤0.01% 1321
2022
Q3
$18K Buy
1,837
+134
+8% +$1.31K ﹤0.01% 1209
2022
Q2
$15K Buy
1,703
+341
+25% +$3K ﹤0.01% 1260
2022
Q1
$17K Sell
1,362
-3,463
-72% -$43.2K ﹤0.01% 1402
2021
Q4
$97K Buy
4,825
+4,026
+504% +$80.9K ﹤0.01% 942
2021
Q3
$18K Buy
799
+408
+104% +$9.19K ﹤0.01% 1552
2021
Q2
$8K Sell
391
-3,709
-90% -$75.9K ﹤0.01% 1755
2021
Q1
$100K Sell
4,100
-5,274
-56% -$129K ﹤0.01% 901
2020
Q4
$150K Buy
9,374
+6,074
+184% +$97.2K 0.01% 650
2020
Q3
$34K Buy
+3,300
New +$34K ﹤0.01% 1001