Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$0 Hold
3
﹤0.01% 1413
2023
Q4
$0 Sell
3
-1
-25% ﹤0.01% 1662
2023
Q3
$0 Buy
+4
New ﹤0.01% 1740
2023
Q1
Sell
-371
Closed -$5K 1871
2022
Q4
$5K Sell
371
-76
-17% -$1.02K ﹤0.01% 1426
2022
Q3
$14K Sell
447
-40
-8% -$1.25K ﹤0.01% 1284
2022
Q2
$27K Buy
487
+310
+175% +$17.2K ﹤0.01% 1102
2022
Q1
$29K Sell
177
-1,191
-87% -$195K ﹤0.01% 1233
2021
Q4
$198K Buy
1,368
+761
+125% +$110K 0.01% 693
2021
Q3
$99K Sell
607
-1,038
-63% -$169K ﹤0.01% 959
2021
Q2
$494K Sell
1,645
-233
-12% -$70K 0.02% 440
2021
Q1
$563K Buy
+1,878
New +$563K 0.03% 375