Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1699
2023
Q4
Sell
-735
Closed -$3K 1892
2023
Q3
$3K Buy
+735
New +$3K ﹤0.01% 1227
2023
Q2
Sell
-1
Closed 1915
2023
Q1
$0 Sell
1
-342
-100% ﹤0.01% 2105
2022
Q4
$3K Sell
343
-909
-73% -$7.95K ﹤0.01% 1515
2022
Q3
$25K Buy
1,252
+897
+253% +$17.9K ﹤0.01% 1119
2022
Q2
$8K Buy
355
+280
+373% +$6.31K ﹤0.01% 1434
2022
Q1
$4K Hold
75
﹤0.01% 1726
2021
Q4
$11K Sell
75
-1,291
-95% -$189K ﹤0.01% 1649
2021
Q3
$268K Buy
1,366
+1,165
+580% +$229K 0.01% 609
2021
Q2
$87K Sell
201
-1,497
-88% -$648K ﹤0.01% 1045
2021
Q1
$646K Sell
1,698
-4,582
-73% -$1.74M 0.03% 347
2020
Q4
$2.51M Buy
6,280
+5,890
+1,510% +$2.36M 0.12% 106
2020
Q3
$94K Buy
+390
New +$94K 0.01% 693