Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1488
2023
Q4
Hold
0
1724
2023
Q3
Hold
0
1791
2023
Q2
Hold
0
1763
2023
Q1
Sell
-50
Closed -$1K 1929
2022
Q4
$1K Buy
+50
New +$1K ﹤0.01% 1640
2022
Q3
Hold
0
2267
2022
Q2
Sell
-12,251
Closed -$502K 2277
2022
Q1
$502K Buy
12,251
+10,864
+783% +$445K 0.03% 361
2021
Q4
$76K Buy
+1,387
New +$76K ﹤0.01% 1032
2021
Q3
Sell
-3,586
Closed -$214K 2525
2021
Q2
$214K Sell
3,586
-812
-18% -$48.5K 0.01% 710
2021
Q1
$293K Buy
4,398
+4,164
+1,779% +$277K 0.01% 541
2020
Q4
$16K Buy
234
+210
+875% +$14.4K ﹤0.01% 1348
2020
Q3
$1K Buy
+24
New +$1K ﹤0.01% 1603