Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,504
Closed -$29.7K 205
2023
Q4
$29.7K Hold
2,504
0.01% 132
2023
Q3
$23.3K Hold
2,504
0.01% 147
2023
Q2
$26.1K Hold
2,504
0.01% 140
2023
Q1
$20.8K Hold
2,504
0.01% 146
2022
Q4
$24.4K Sell
2,504
-14,404
-85% -$140K 0.01% 137
2022
Q3
$119K Hold
16,908
0.04% 78
2022
Q2
$76K Buy
16,908
+2,000
+13% +$8.99K 0.03% 93
2022
Q1
$127K Buy
14,908
+1,585
+12% +$13.5K 0.04% 84
2021
Q4
$177K Buy
+13,323
New +$177K 0.06% 78