Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$11K Sell
4,503
-1,018
-18% -$2.49K ﹤0.01% 612
2023
Q4
$12K Buy
5,521
+1,574
+40% +$3.42K ﹤0.01% 963
2023
Q3
$9K Hold
3,947
﹤0.01% 1055
2023
Q2
$6K Hold
3,947
﹤0.01% 1091
2023
Q1
$9K Buy
3,947
+2,267
+135% +$5.17K ﹤0.01% 1020
2022
Q4
$4K Sell
1,680
-28,016
-94% -$66.7K ﹤0.01% 1480
2022
Q3
$81K Sell
29,696
-22,713
-43% -$62K 0.01% 730
2022
Q2
$163K Buy
52,409
+2,112
+4% +$6.57K 0.01% 520
2022
Q1
$390K Buy
50,297
+44,897
+831% +$348K 0.02% 405
2021
Q4
$37K Buy
5,400
+27
+0.5% +$185 ﹤0.01% 1287
2021
Q3
$60K Sell
5,373
-37,292
-87% -$416K ﹤0.01% 1153
2021
Q2
$771K Buy
42,665
+29,806
+232% +$539K 0.04% 344
2021
Q1
$292K Buy
12,859
+9,959
+343% +$226K 0.01% 546
2020
Q4
$23K Sell
2,900
-8,300
-74% -$65.8K ﹤0.01% 1243
2020
Q3
$54K Sell
11,200
-19,934
-64% -$96.1K ﹤0.01% 865
2020
Q2
$221K Buy
31,134
+26,134
+523% +$186K 0.01% 422
2020
Q1
$34K Buy
5,000
+1,798
+56% +$12.2K ﹤0.01% 873
2019
Q4
$54K Buy
3,202
+2,426
+313% +$40.9K ﹤0.01% 879
2019
Q3
$19K Sell
776
-2,224
-74% -$54.5K ﹤0.01% 1068
2019
Q2
$139K Buy
+3,000
New +$139K 0.01% 585
2019
Q1
Sell
-200
Closed -$14K 2175
2018
Q4
$14K Sell
200
-37,286
-99% -$2.61M ﹤0.01% 1187
2018
Q3
$5.38M Buy
+37,486
New +$5.38M 0.37% 42