Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,883
Closed -$60K 1616
2023
Q4
$60K Buy
5,883
+3,505
+147% +$35.7K 0.01% 621
2023
Q3
$16K Buy
2,378
+2,169
+1,038% +$14.6K ﹤0.01% 943
2023
Q2
$2K Sell
209
-1,846
-90% -$17.7K ﹤0.01% 1243
2023
Q1
$18K Sell
2,055
-17,161
-89% -$150K ﹤0.01% 877
2022
Q4
$81K Buy
19,216
+16,140
+525% +$68K 0.01% 687
2022
Q3
$17K Sell
3,076
-14,582
-83% -$80.6K ﹤0.01% 1222
2022
Q2
$145K Buy
17,658
+8,136
+85% +$66.8K 0.01% 564
2022
Q1
$171K Buy
9,522
+5,490
+136% +$98.6K 0.01% 636
2021
Q4
$154K Buy
4,032
+1,877
+87% +$71.7K 0.01% 782
2021
Q3
$107K Sell
2,155
-555
-20% -$27.6K ﹤0.01% 936
2021
Q2
$171K Sell
2,710
-8,058
-75% -$508K 0.01% 788
2021
Q1
$717K Sell
10,768
-4,140
-28% -$276K 0.04% 325
2020
Q4
$1.02M Buy
14,908
+12,932
+654% +$887K 0.05% 218
2020
Q3
$98K Buy
1,976
+867
+78% +$43K 0.01% 679
2020
Q2
$46K Sell
1,109
-7,117
-87% -$295K ﹤0.01% 869
2020
Q1
$126K Buy
8,226
+6,626
+414% +$101K 0.01% 553
2019
Q4
$33K Buy
1,600
+467
+41% +$9.63K ﹤0.01% 1021
2019
Q3
$19K Buy
1,133
+801
+241% +$13.4K ﹤0.01% 1065
2019
Q2
$5K Sell
332
-616
-65% -$9.28K ﹤0.01% 1380
2019
Q1
$19K Buy
+948
New +$19K ﹤0.01% 1072
2018
Q4
Hold
0
2074
2018
Q3
Sell
-3,745
Closed -$86K 2072
2018
Q2
$86K Buy
3,745
+1,045
+39% +$24K 0.01% 751
2018
Q1
$61K Sell
2,700
-400
-13% -$9.04K 0.01% 892
2017
Q4
$97K Sell
3,100
-4,295
-58% -$134K ﹤0.01% 854
2017
Q3
$185K Buy
+7,395
New +$185K 0.01% 782