Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,131
Closed -$5.17K 3638
2024
Q3
$5.17K Sell
3,131
-655
-17% -$1.08K ﹤0.01% 3463
2024
Q2
$6.47K Sell
3,786
-706
-16% -$1.21K ﹤0.01% 3417
2024
Q1
$7.86K Buy
4,492
+192
+4% +$336 ﹤0.01% 3477
2023
Q4
$9.89K Buy
4,300
+300
+8% +$690 ﹤0.01% 3472
2023
Q3
$6.2K Hold
4,000
﹤0.01% 3534
2023
Q2
$7.56K Buy
4,000
+3,035
+315% +$5.74K ﹤0.01% 3626
2023
Q1
$1.82K Sell
965
-133
-12% -$251 ﹤0.01% 3776
2022
Q4
$2.1K Buy
1,098
+965
+726% +$1.84K ﹤0.01% 3846
2022
Q3
$0 Hold
133
﹤0.01% 3918
2022
Q2
$0 Sell
133
-14,007
-99% ﹤0.01% 4130
2022
Q1
$42K Sell
14,140
-100,429
-88% -$298K ﹤0.01% 3799
2021
Q4
$716K Sell
114,569
-98,400
-46% -$615K ﹤0.01% 2601
2021
Q3
$1.93M Buy
+212,969
New +$1.93M ﹤0.01% 2129