Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-47,005
Closed -$149K 1219
2023
Q4
$149K Buy
47,005
+39,896
+561% +$126K 0.01% 439
2023
Q3
$18K Buy
7,109
+5,157
+264% +$13.1K ﹤0.01% 908
2023
Q2
$4K Sell
1,952
-1,587
-45% -$3.25K ﹤0.01% 1130
2023
Q1
$4K Buy
3,539
+2,539
+254% +$2.87K ﹤0.01% 1155
2022
Q4
$1K Hold
1,000
﹤0.01% 1625
2022
Q3
$3K Sell
1,000
-33
-3% -$99 ﹤0.01% 1653
2022
Q2
$2K Sell
1,033
-15,975
-94% -$30.9K ﹤0.01% 1710
2022
Q1
$111K Sell
17,008
-4,159
-20% -$27.1K 0.01% 773
2021
Q4
$328K Sell
21,167
-22,311
-51% -$346K 0.01% 520
2021
Q3
$1.04M Sell
43,478
-39,916
-48% -$956K 0.05% 250
2021
Q2
$2.68M Sell
83,394
-17,779
-18% -$571K 0.12% 123
2021
Q1
$2.24M Buy
101,173
+50,673
+100% +$1.12M 0.11% 122
2020
Q4
$1.41M Buy
+50,500
New +$1.41M 0.07% 179