Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-155
Closed -$3K 1421
2023
Q4
$3K Sell
155
-1,162
-88% -$22.5K ﹤0.01% 1145
2023
Q3
$26K Buy
+1,317
New +$26K ﹤0.01% 822
2023
Q2
Sell
-3,667
Closed -$105K 1718
2023
Q1
$105K Buy
3,667
+54
+1% +$1.55K 0.01% 479
2022
Q4
$79K Buy
+3,613
New +$79K 0.01% 693
2022
Q3
Sell
-619
Closed -$17K 2224
2022
Q2
$17K Buy
619
+219
+55% +$6.02K ﹤0.01% 1235
2022
Q1
$21K Sell
400
-3,520
-90% -$185K ﹤0.01% 1352
2021
Q4
$259K Buy
3,920
+2,774
+242% +$183K 0.01% 591
2021
Q3
$75K Sell
1,146
-460
-29% -$30.1K ﹤0.01% 1069
2021
Q2
$128K Sell
1,606
-136
-8% -$10.8K 0.01% 892
2021
Q1
$98K Sell
1,742
-3,289
-65% -$185K ﹤0.01% 913
2020
Q4
$216K Buy
5,031
+704
+16% +$30.2K 0.01% 552
2020
Q3
$119K Buy
4,327
+1,927
+80% +$53K 0.01% 623
2020
Q2
$62K Sell
2,400
-4,158
-63% -$107K ﹤0.01% 781
2020
Q1
$38K Buy
6,558
+2,880
+78% +$16.7K ﹤0.01% 836
2019
Q4
$59K Buy
+3,678
New +$59K ﹤0.01% 836
2019
Q3
Hold
0
1869
2019
Q2
Hold
0
1957