Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,010
Closed -$4K 1227
2023
Q4
$4K Hold
3,010
﹤0.01% 1112
2023
Q3
$3K Hold
3,010
﹤0.01% 1211
2023
Q2
$4K Hold
3,010
﹤0.01% 1131
2023
Q1
$3K Sell
3,010
-3,001
-50% -$2.99K ﹤0.01% 1202
2022
Q4
$9K Sell
6,011
-2,279
-27% -$3.41K ﹤0.01% 1305
2022
Q3
$18K Sell
8,290
-1,606
-16% -$3.49K ﹤0.01% 1212
2022
Q2
$29K Buy
9,896
+2,228
+29% +$6.53K ﹤0.01% 1068
2022
Q1
$36K Buy
7,668
+3,285
+75% +$15.4K ﹤0.01% 1157
2021
Q4
$40K Sell
4,383
-427
-9% -$3.9K ﹤0.01% 1261
2021
Q3
$71K Buy
4,810
+245
+5% +$3.62K ﹤0.01% 1090
2021
Q2
$75K Buy
4,565
+710
+18% +$11.7K ﹤0.01% 1102
2021
Q1
$70K Sell
3,855
-4,474
-54% -$81.2K ﹤0.01% 1024
2020
Q4
$168K Sell
8,329
-4,371
-34% -$88.2K 0.01% 613
2020
Q3
$214K Buy
12,700
+9,885
+351% +$167K 0.01% 464
2020
Q2
$71K Buy
+2,815
New +$71K ﹤0.01% 740