Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,373
Closed -$50.9K 867
2023
Q4
$50.9K Buy
1,373
+156
+13% +$5.78K 0.01% 449
2023
Q3
$44.1K Buy
1,217
+219
+22% +$7.94K 0.01% 453
2023
Q2
$35.6K Buy
998
+79
+9% +$2.82K 0.01% 487
2023
Q1
$32.7K Sell
919
-6
-0.6% -$213 0.01% 509
2022
Q4
$32.5K Buy
925
+772
+505% +$27.1K 0.01% 533
2022
Q3
$5K Buy
+153
New +$5K ﹤0.01% 989
2022
Q1
Sell
-502
Closed -$28K 1753
2021
Q4
$28K Buy
502
+209
+71% +$11.7K 0.01% 526
2021
Q3
$14K Buy
293
+112
+62% +$5.35K ﹤0.01% 671
2021
Q2
$9K Buy
181
+75
+71% +$3.73K ﹤0.01% 775
2021
Q1
$5K Sell
106
-60
-36% -$2.83K ﹤0.01% 854
2020
Q4
$8K Buy
166
+45
+37% +$2.17K ﹤0.01% 762
2020
Q3
$6K Buy
121
+90
+290% +$4.46K ﹤0.01% 734
2020
Q2
$2K Buy
31
+23
+288% +$1.48K ﹤0.01% 857
2020
Q1
$0 Sell
8
-15
-65% ﹤0.01% 1295
2019
Q4
$1K Buy
+23
New +$1K ﹤0.01% 928