Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2K Buy
400
+351
+716% +$1.76K ﹤0.01% 781
2023
Q4
$0 Sell
49
-1,563
-97% ﹤0.01% 1533
2023
Q3
$12K Sell
1,612
-122
-7% -$908 ﹤0.01% 996
2023
Q2
$18K Sell
1,734
-408
-19% -$4.24K ﹤0.01% 852
2023
Q1
$20K Sell
2,142
-8,090
-79% -$75.5K ﹤0.01% 850
2022
Q4
$111K Buy
10,232
+8,438
+470% +$91.5K 0.01% 592
2022
Q3
$36K Buy
1,794
+1,282
+250% +$25.7K ﹤0.01% 1000
2022
Q2
$11K Buy
512
+313
+157% +$6.73K ﹤0.01% 1346
2022
Q1
$3K Sell
199
-16,868
-99% -$254K ﹤0.01% 1758
2021
Q4
$320K Sell
17,067
-8,636
-34% -$162K 0.01% 529
2021
Q3
$468K Buy
+25,703
New +$468K 0.02% 441
2021
Q2
Sell
-15,841
Closed -$311K 2326
2021
Q1
$311K Buy
15,841
+428
+3% +$8.4K 0.02% 521
2020
Q4
$159K Buy
15,413
+11,513
+295% +$119K 0.01% 632
2020
Q3
$22K Buy
3,900
+100
+3% +$564 ﹤0.01% 1119
2020
Q2
$22K Buy
+3,800
New +$22K ﹤0.01% 1065
2020
Q1
Sell
-4,900
Closed -$84K 1630
2019
Q4
$84K Buy
4,900
+4,500
+1,125% +$77.1K 0.01% 734
2019
Q3
$8K Sell
400
-3,067
-88% -$61.3K ﹤0.01% 1219
2019
Q2
$83K Sell
3,467
-4,583
-57% -$110K 0.01% 752
2019
Q1
$174K Buy
8,050
+3,150
+64% +$68.1K 0.02% 484
2018
Q4
$64K Sell
4,900
-6,957
-59% -$90.9K 0.01% 765
2018
Q3
$280K Buy
+11,857
New +$280K 0.02% 483
2018
Q2
Hold
0
1863