Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2K Buy
+500
New +$2K ﹤0.01% 791
2023
Q4
Hold
0
1693
2023
Q3
Hold
0
1758
2022
Q3
Hold
0
2243
2022
Q2
Sell
-768
Closed -$6K 2246
2022
Q1
$6K Sell
768
-264
-26% -$2.06K ﹤0.01% 1653
2021
Q4
$9K Sell
1,032
-28
-3% -$244 ﹤0.01% 1691
2021
Q3
$12K Sell
1,060
-350
-25% -$3.96K ﹤0.01% 1661
2021
Q2
$21K Buy
1,410
+1,010
+253% +$15K ﹤0.01% 1519
2021
Q1
$6K Sell
400
-1,550
-79% -$23.3K ﹤0.01% 1741
2020
Q4
$33K Sell
1,950
-400
-17% -$6.77K ﹤0.01% 1126
2020
Q3
$87K Buy
2,350
+1,350
+135% +$50K 0.01% 719
2020
Q2
$22K Sell
1,000
-650
-39% -$14.3K ﹤0.01% 1070
2020
Q1
$14K Buy
+1,650
New +$14K ﹤0.01% 1069