Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-194
Closed -$15.7K 735
2023
Q4
$15.7K Sell
194
-34
-15% -$2.76K ﹤0.01% 758
2023
Q3
$14.7K Sell
228
-135
-37% -$8.72K ﹤0.01% 744
2023
Q2
$30.7K Sell
363
-103
-22% -$8.72K 0.01% 524
2023
Q1
$51.9K Buy
466
+24
+5% +$2.67K 0.01% 403
2022
Q4
$52.9K Buy
442
+80
+22% +$9.58K 0.01% 409
2022
Q3
$36K Buy
362
+67
+23% +$6.66K 0.01% 457
2022
Q2
$22K Buy
295
+117
+66% +$8.73K ﹤0.01% 595
2022
Q1
$22K Buy
178
+60
+51% +$7.42K ﹤0.01% 617
2021
Q4
$26K Buy
118
+10
+9% +$2.2K ﹤0.01% 538
2021
Q3
$22K Buy
108
+49
+83% +$9.98K ﹤0.01% 560
2021
Q2
$12K Sell
59
-48
-45% -$9.76K ﹤0.01% 703
2021
Q1
$22K Buy
107
+65
+155% +$13.4K ﹤0.01% 500
2020
Q4
$7K Buy
42
+15
+56% +$2.5K ﹤0.01% 797
2020
Q3
$3K Buy
27
+16
+145% +$1.78K ﹤0.01% 894
2020
Q2
$1K Hold
11
﹤0.01% 1007
2020
Q1
$0 Buy
11
+8
+267% ﹤0.01% 1245
2019
Q4
$0 Buy
+3
New ﹤0.01% 1259
2019
Q3
Sell
-6
Closed 1132
2019
Q2
$0 Buy
6
+3
+100% ﹤0.01% 1156
2019
Q1
$0 Buy
+3
New ﹤0.01% 1080