Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4
Closed 1337
2023
Q4
$0 Sell
4
-189
-98% ﹤0.01% 1602
2023
Q3
$5K Sell
193
-782
-80% -$20.3K ﹤0.01% 1144
2023
Q2
$36K Sell
975
-407
-29% -$15K 0.01% 697
2023
Q1
$44K Sell
1,382
-4,041
-75% -$129K ﹤0.01% 662
2022
Q4
$193K Sell
5,423
-4,957
-48% -$176K 0.02% 454
2022
Q3
$302K Buy
10,380
+1,597
+18% +$46.5K 0.02% 385
2022
Q2
$196K Sell
8,783
-12,977
-60% -$290K 0.01% 474
2022
Q1
$803K Sell
21,760
-2,013
-8% -$74.3K 0.04% 255
2021
Q4
$1.68M Buy
23,773
+18,001
+312% +$1.27M 0.07% 182
2021
Q3
$460K Buy
5,772
+2,514
+77% +$200K 0.02% 446
2021
Q2
$154K Buy
3,258
+1,358
+71% +$64.2K 0.01% 821
2021
Q1
$68K Sell
1,900
-5,060
-73% -$181K ﹤0.01% 1032
2020
Q4
$165K Buy
6,960
+5,560
+397% +$132K 0.01% 620
2020
Q3
$25K Buy
1,400
+400
+40% +$7.14K ﹤0.01% 1088
2020
Q2
$14K Buy
+1,000
New +$14K ﹤0.01% 1167
2020
Q1
Hold
0
1736