Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,009
Closed -$79.7K 1448
2023
Q4
$79.7K Buy
2,009
+56
+3% +$2.22K 0.01% 338
2023
Q3
$65.8K Buy
1,953
+162
+9% +$5.46K 0.01% 357
2023
Q2
$59.9K Hold
1,791
0.01% 364
2023
Q1
$58.1K Sell
1,791
-11
-0.6% -$357 0.01% 379
2022
Q4
$50K Buy
1,802
+824
+84% +$22.8K 0.01% 423
2022
Q3
$24K Sell
978
-62
-6% -$1.52K 0.01% 569
2022
Q2
$28K Sell
1,040
-56
-5% -$1.51K 0.01% 534
2022
Q1
$34K Sell
1,096
-19
-2% -$589 0.01% 498
2021
Q4
$36K Buy
1,115
+301
+37% +$9.72K 0.01% 454
2021
Q3
$23K Buy
814
+73
+10% +$2.06K ﹤0.01% 548
2021
Q2
$20K Buy
741
+8
+1% +$216 ﹤0.01% 575
2021
Q1
$18K Buy
733
+320
+77% +$7.86K ﹤0.01% 560
2020
Q4
$10K Sell
413
-41
-9% -$993 ﹤0.01% 719
2020
Q3
$10K Buy
454
+265
+140% +$5.84K ﹤0.01% 614
2020
Q2
$4K Buy
189
+166
+722% +$3.51K ﹤0.01% 692
2020
Q1
$0 Hold
23
﹤0.01% 1483
2019
Q4
$1K Buy
+23
New +$1K ﹤0.01% 1011
2018
Q4
Sell
-391
Closed -$8K 949
2018
Q3
$8K Buy
+391
New +$8K ﹤0.01% 422