Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$22K Buy
+3,245
New +$22K 0.01% 514
2023
Q4
Sell
-1,142
Closed -$12K 1487
2023
Q3
$12K Sell
1,142
-17,903
-94% -$188K ﹤0.01% 994
2023
Q2
$300K Sell
19,045
-106,928
-85% -$1.68M 0.04% 275
2023
Q1
$1.64M Sell
125,973
-20,857
-14% -$272K 0.17% 91
2022
Q4
$1.6M Buy
146,830
+40,959
+39% +$446K 0.14% 123
2022
Q3
$1.7M Buy
105,871
+66,824
+171% +$1.07M 0.12% 101
2022
Q2
$304K Buy
39,047
+27,815
+248% +$217K 0.02% 351
2022
Q1
$140K Buy
11,232
+9,869
+724% +$123K 0.01% 702
2021
Q4
$32K Sell
1,363
-7,438
-85% -$175K ﹤0.01% 1332
2021
Q3
$145K Buy
+8,801
New +$145K 0.01% 809
2021
Q2
Hold
0
2279