Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2
Closed 1738
2023
Q4
$0 Sell
2
-36
-95% ﹤0.01% 1924
2023
Q3
$3K Sell
38
-178
-82% -$14.1K ﹤0.01% 1228
2023
Q2
$24K Buy
216
+211
+4,220% +$23.4K ﹤0.01% 788
2023
Q1
$0 Sell
5
-123
-96% ﹤0.01% 2152
2022
Q4
$22K Buy
+128
New +$22K ﹤0.01% 1071
2022
Q3
Sell
-581
Closed -$83K 2430
2022
Q2
$83K Buy
581
+265
+84% +$37.9K 0.01% 722
2022
Q1
$69K Buy
316
+207
+190% +$45.2K ﹤0.01% 937
2021
Q4
$41K Sell
109
-127
-54% -$47.8K ﹤0.01% 1256
2021
Q3
$112K Sell
236
-534
-69% -$253K 0.01% 913
2021
Q2
$554K Sell
770
-2,301
-75% -$1.66M 0.03% 413
2021
Q1
$1.63M Buy
3,071
+2,746
+845% +$1.46M 0.08% 165
2020
Q4
$132K Buy
+325
New +$132K 0.01% 701