Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1K Sell
38
-400
-91% -$10.5K ﹤0.01% 819
2023
Q4
$15K Buy
438
+21
+5% +$719 ﹤0.01% 900
2023
Q3
$10K Sell
417
-922
-69% -$22.1K ﹤0.01% 1024
2023
Q2
$37K Sell
1,339
-200
-13% -$5.53K 0.01% 684
2023
Q1
$30K Buy
+1,539
New +$30K ﹤0.01% 759
2022
Q4
Hold
0
1953
2022
Q3
Sell
-1,800
Closed -$37K 2095
2022
Q2
$37K Buy
1,800
+585
+48% +$12K ﹤0.01% 977
2022
Q1
$32K Buy
1,215
+649
+115% +$17.1K ﹤0.01% 1197
2021
Q4
$16K Sell
566
-1,378
-71% -$39K ﹤0.01% 1536
2021
Q3
$65K Sell
1,944
-2,013
-51% -$67.3K ﹤0.01% 1117
2021
Q2
$180K Buy
3,957
+686
+21% +$31.2K 0.01% 767
2021
Q1
$145K Buy
3,271
+1,045
+47% +$46.3K 0.01% 772
2020
Q4
$139K Sell
2,226
-1,322
-37% -$82.6K 0.01% 679
2020
Q3
$300K Buy
+3,548
New +$300K 0.02% 396