Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$34K Buy
+778
New +$34K 0.01% 454
2023
Q1
Hold
0
2030
2022
Q4
Sell
-3,678
Closed -$160K 2222
2022
Q3
$160K Hold
3,678
0.01% 526
2022
Q2
$184K Hold
3,678
0.01% 496
2022
Q1
$191K Sell
3,678
-3,301
-47% -$171K 0.01% 606
2021
Q4
$411K Buy
6,979
+3,207
+85% +$189K 0.02% 453
2021
Q3
$206K Sell
3,772
-2,886
-43% -$158K 0.01% 684
2021
Q2
$341K Sell
6,658
-1,320
-17% -$67.6K 0.02% 542
2021
Q1
$411K Buy
7,978
+3,357
+73% +$173K 0.02% 458
2020
Q4
$258K Buy
4,621
+1,622
+54% +$90.6K 0.01% 500
2020
Q3
$166K Sell
2,999
-10,015
-77% -$554K 0.01% 532
2020
Q2
$590K Buy
+13,014
New +$590K 0.04% 241
2020
Q1
Sell
-2,923
Closed -$104K 1929
2019
Q4
$104K Buy
+2,923
New +$104K 0.01% 687
2017
Q2
Hold
0
3195
2017
Q1
Hold
0
3239