Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$63K Sell
4,018
-3,356
-46% -$52.6K 0.02% 338
2023
Q4
$97K Buy
7,374
+6,390
+649% +$84.1K 0.01% 521
2023
Q3
$11K Sell
984
-1,346
-58% -$15K ﹤0.01% 1016
2023
Q2
$46K Buy
+2,330
New +$46K 0.01% 638
2023
Q1
Sell
-1,801
Closed -$11K 1970
2022
Q4
$11K Sell
1,801
-899
-33% -$5.49K ﹤0.01% 1257
2022
Q3
$11K Hold
2,700
﹤0.01% 1357
2022
Q2
$11K Hold
2,700
﹤0.01% 1356
2022
Q1
$15K Hold
2,700
﹤0.01% 1443
2021
Q4
$19K Sell
2,700
-489
-15% -$3.44K ﹤0.01% 1488
2021
Q3
$28K Hold
3,189
﹤0.01% 1423
2021
Q2
$32K Sell
3,189
-2,841
-47% -$28.5K ﹤0.01% 1388
2021
Q1
$60K Buy
6,030
+3,330
+123% +$33.1K ﹤0.01% 1083
2020
Q4
$24K Buy
2,700
+1,200
+80% +$10.7K ﹤0.01% 1225
2020
Q3
$14K Buy
1,500
+600
+67% +$5.6K ﹤0.01% 1237
2020
Q2
$8K Buy
+900
New +$8K ﹤0.01% 1268