Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-182
Closed -$7.17K 382
2023
Q4
$7.17K Sell
182
-98
-35% -$3.86K ﹤0.01% 972
2023
Q3
$10.7K Sell
280
-75
-21% -$2.87K ﹤0.01% 839
2023
Q2
$16.2K Buy
355
+22
+7% +$1K ﹤0.01% 679
2023
Q1
$14.9K Sell
333
-40
-11% -$1.79K ﹤0.01% 705
2022
Q4
$16.4K Buy
373
+162
+77% +$7.12K ﹤0.01% 709
2022
Q3
$9K Buy
211
+24
+13% +$1.02K ﹤0.01% 814
2022
Q2
$9K Hold
187
﹤0.01% 834
2022
Q1
$10K Buy
187
+2
+1% +$107 ﹤0.01% 817
2021
Q4
$10K Buy
185
+49
+36% +$2.65K ﹤0.01% 782
2021
Q3
$7K Hold
136
﹤0.01% 851
2021
Q2
$7K Hold
136
﹤0.01% 825
2021
Q1
$6K Sell
136
-5
-4% -$221 ﹤0.01% 814
2020
Q4
$6K Buy
141
+106
+303% +$4.51K ﹤0.01% 818
2020
Q3
$1K Buy
35
+21
+150% +$600 ﹤0.01% 1096
2020
Q2
$1K Buy
+14
New +$1K ﹤0.01% 956
2019
Q2
Sell
-2,921
Closed -$130K 1081
2019
Q1
$130K Hold
2,921
0.06% 137
2018
Q4
$115K Hold
2,921
0.06% 129
2018
Q3
$118K Buy
+2,921
New +$118K 0.05% 142