Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1639
2023
Q4
Hold
0
1847
2023
Q3
Hold
0
1883
2023
Q2
Hold
0
1875
2023
Q1
Sell
-133
Closed 2057
2022
Q4
$0 Sell
133
-62
-32% ﹤0.01% 2248
2022
Q3
$1K Sell
195
-1,070
-85% -$5.49K ﹤0.01% 1831
2022
Q2
$27K Sell
1,265
-227
-15% -$4.85K ﹤0.01% 1105
2022
Q1
$52K Sell
1,492
-648
-30% -$22.6K ﹤0.01% 1026
2021
Q4
$119K Sell
2,140
-8,154
-79% -$453K 0.01% 873
2021
Q3
$976K Buy
10,294
+6,605
+179% +$626K 0.04% 269
2021
Q2
$718K Sell
3,689
-643
-15% -$125K 0.03% 358
2021
Q1
$992K Buy
4,332
+3,964
+1,077% +$908K 0.05% 274
2020
Q4
$104K Buy
+368
New +$104K ﹤0.01% 774