Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$44K Buy
17,879
+2,549
+17% +$6.27K 0.01% 411
2023
Q4
$54K Sell
15,330
-59,335
-79% -$209K ﹤0.01% 651
2023
Q3
$252K Buy
74,665
+49,390
+195% +$167K 0.03% 355
2023
Q2
$101K Buy
25,275
+20,939
+483% +$83.7K 0.01% 455
2023
Q1
$33K Buy
4,336
+3,095
+249% +$23.6K ﹤0.01% 732
2022
Q4
$5K Sell
1,241
-2,386
-66% -$9.61K ﹤0.01% 1417
2022
Q3
$28K Buy
3,627
+1,627
+81% +$12.6K ﹤0.01% 1081
2022
Q2
$12K Hold
2,000
﹤0.01% 1323
2022
Q1
$25K Sell
2,000
-7,482
-79% -$93.5K ﹤0.01% 1280
2021
Q4
$94K Sell
9,482
-88,250
-90% -$875K ﹤0.01% 952
2021
Q3
$796K Buy
97,732
+75,878
+347% +$618K 0.04% 307
2021
Q2
$328K Sell
21,854
-10,040
-31% -$151K 0.02% 558
2021
Q1
$436K Buy
+31,894
New +$436K 0.02% 441