Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$33K Sell
1,596
-684
-30% -$14.1K 0.01% 456
2023
Q4
$62K Sell
2,280
-1,220
-35% -$33.2K 0.01% 609
2023
Q3
$85K Sell
3,500
-1,624
-32% -$39.4K 0.01% 594
2023
Q2
$133K Buy
5,124
+4,748
+1,263% +$123K 0.02% 407
2023
Q1
$13K Sell
376
-6,295
-94% -$218K ﹤0.01% 941
2022
Q4
$194K Buy
6,671
+1,318
+25% +$38.3K 0.02% 451
2022
Q3
$163K Sell
5,353
-984
-16% -$30K 0.01% 522
2022
Q2
$217K Buy
6,337
+3,643
+135% +$125K 0.02% 442
2022
Q1
$204K Sell
2,694
-2,362
-47% -$179K 0.01% 581
2021
Q4
$574K Buy
5,056
+3,261
+182% +$370K 0.02% 370
2021
Q3
$327K Sell
1,795
-160
-8% -$29.1K 0.01% 534
2021
Q2
$474K Sell
1,955
-7,443
-79% -$1.8M 0.02% 450
2021
Q1
$2.04M Sell
9,398
-1,677
-15% -$364K 0.1% 139
2020
Q4
$2.16M Sell
11,075
-3,942
-26% -$769K 0.1% 119
2020
Q3
$2.09M Buy
15,017
+14,347
+2,141% +$1.99M 0.13% 98
2020
Q2
$49K Sell
670
-5,807
-90% -$425K ﹤0.01% 855
2020
Q1
$163K Buy
+6,477
New +$163K 0.01% 485