Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2K Buy
+30
New +$2K ﹤0.01% 803
2023
Q4
Sell
-572
Closed -$21K 2015
2023
Q3
$21K Sell
572
-26,634
-98% -$978K ﹤0.01% 869
2023
Q2
$673K Sell
27,206
-20,954
-44% -$518K 0.09% 151
2023
Q1
$689K Buy
48,160
+30,275
+169% +$433K 0.07% 175
2022
Q4
$244K Buy
17,885
+17,744
+12,584% +$242K 0.02% 400
2022
Q3
$1K Buy
+141
New +$1K ﹤0.01% 1842
2022
Q2
Hold
0
2512
2022
Q1
Hold
0
2624
2021
Q4
Sell
-816
Closed -$19K 2679
2021
Q3
$19K Buy
816
+611
+298% +$14.2K ﹤0.01% 1546
2021
Q2
$5K Sell
205
-2,485
-92% -$60.6K ﹤0.01% 1867
2021
Q1
$53K Buy
+2,690
New +$53K ﹤0.01% 1141
2020
Q4
Hold
0
2425