Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-104
Closed -$2K 1053
2023
Q4
$2K Sell
104
-1,901
-95% -$36.6K ﹤0.01% 1164
2023
Q3
$40K Buy
2,005
+42
+2% +$838 ﹤0.01% 741
2023
Q2
$57K Buy
+1,963
New +$57K 0.01% 584
2022
Q2
Hold
0
1980
2022
Q1
Sell
-1,535
Closed -$117K 2064
2021
Q4
$117K Buy
1,535
+1,435
+1,435% +$109K ﹤0.01% 876
2021
Q3
$9K Sell
100
-140
-58% -$12.6K ﹤0.01% 1724
2021
Q2
$25K Buy
240
+100
+71% +$10.4K ﹤0.01% 1468
2021
Q1
$12K Sell
140
-1,450
-91% -$124K ﹤0.01% 1582
2020
Q4
$159K Buy
1,590
+530
+50% +$53K 0.01% 631
2020
Q3
$51K Sell
1,060
-280
-21% -$13.5K ﹤0.01% 876
2020
Q2
$54K Buy
1,340
+1,040
+347% +$41.9K ﹤0.01% 814
2020
Q1
$4K Buy
+300
New +$4K ﹤0.01% 1227