Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$49K Sell
3,744
-4,122
-52% -$53.9K 0.02% 383
2023
Q4
$100K Sell
7,866
-43,611
-85% -$554K 0.01% 514
2023
Q3
$788K Buy
51,477
+40,092
+352% +$614K 0.08% 179
2023
Q2
$67K Buy
11,385
+9,174
+415% +$54K 0.01% 556
2023
Q1
$9K Sell
2,211
-1,432
-39% -$5.83K ﹤0.01% 1013
2022
Q4
$31K Buy
3,643
+951
+35% +$8.09K ﹤0.01% 966
2022
Q3
$21K Sell
2,692
-608
-18% -$4.74K ﹤0.01% 1176
2022
Q2
$37K Buy
+3,300
New +$37K ﹤0.01% 979
2022
Q1
Sell
-3,028
Closed -$70K 2187
2021
Q4
$70K Sell
3,028
-3,216
-52% -$74.3K ﹤0.01% 1070
2021
Q3
$142K Buy
6,244
+5,778
+1,240% +$131K 0.01% 817
2021
Q2
$20K Buy
466
+356
+324% +$15.3K ﹤0.01% 1531
2021
Q1
$5K Buy
110
+45
+69% +$2.05K ﹤0.01% 1764
2020
Q4
$2K Sell
65
-340
-84% -$10.5K ﹤0.01% 1648
2020
Q3
$8K Buy
405
+400
+8,000% +$7.9K ﹤0.01% 1349
2020
Q2
$0 Hold
5
﹤0.01% 1775
2020
Q1
$0 Sell
5
-628
-99% ﹤0.01% 1673
2019
Q4
$30K Sell
633
-313
-33% -$14.8K ﹤0.01% 1036
2019
Q3
$50K Sell
946
-105
-10% -$5.55K ﹤0.01% 813
2019
Q2
$75K Buy
1,051
+65
+7% +$4.64K 0.01% 778
2019
Q1
$69K Buy
986
+710
+257% +$49.7K 0.01% 735
2018
Q4
$17K Buy
+276
New +$17K ﹤0.01% 1135
2018
Q3
Hold
0
1843
2018
Q2
Hold
0
1893
2016
Q1
Sell
-415
Closed -$25K 3014
2015
Q4
$25K Buy
+415
New +$25K ﹤0.01% 1746