Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3K Sell
342
-458
-57% -$4.02K ﹤0.01% 749
2023
Q4
$11K Sell
800
-5,290
-87% -$72.7K ﹤0.01% 969
2023
Q3
$90K Sell
6,090
-3,593
-37% -$53.1K 0.01% 575
2023
Q2
$162K Buy
+9,683
New +$162K 0.02% 378
2023
Q1
Sell
-1,071
Closed -$22K 1494
2022
Q4
$22K Sell
1,071
-5,020
-82% -$103K ﹤0.01% 1058
2022
Q3
$130K Sell
6,091
-6,097
-50% -$130K 0.01% 589
2022
Q2
$343K Buy
12,188
+4,802
+65% +$135K 0.02% 326
2022
Q1
$214K Sell
7,386
-6,369
-46% -$185K 0.01% 566
2021
Q4
$465K Buy
13,755
+2,318
+20% +$78.4K 0.02% 420
2021
Q3
$571K Buy
11,437
+4,437
+63% +$222K 0.03% 386
2021
Q2
$403K Buy
7,000
+352
+5% +$20.3K 0.02% 493
2021
Q1
$414K Buy
+6,648
New +$414K 0.02% 454