Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-236
Closed -$27.7K 1077
2024
Q2
$27.7K Hold
236
﹤0.01% 583
2024
Q1
$30.8K Sell
236
-9
-4% -$1.17K ﹤0.01% 484
2023
Q4
$30.5K Sell
245
-8
-3% -$995 ﹤0.01% 640
2023
Q3
$26.7K Buy
253
+232
+1,105% +$24.5K ﹤0.01% 619
2023
Q2
$2.36K Buy
21
+2
+11% +$225 ﹤0.01% 1121
2023
Q1
$2.04K Hold
19
﹤0.01% 1105
2022
Q4
$2.11K Sell
19
-12
-39% -$1.33K ﹤0.01% 1077
2022
Q3
$3K Hold
31
﹤0.01% 1084
2022
Q2
$3K Sell
31
-16
-34% -$1.55K ﹤0.01% 1001
2022
Q1
$4K Sell
47
-23
-33% -$1.96K ﹤0.01% 936
2021
Q4
$6K Sell
70
-28
-29% -$2.4K ﹤0.01% 908
2021
Q3
$8K Sell
98
-152
-61% -$12.4K ﹤0.01% 813
2021
Q2
$22K Sell
250
-125,519
-100% -$11M ﹤0.01% 624
2021
Q1
$10.5M Sell
125,769
-41,796
-25% -$3.49M 0.34% 85
2020
Q4
$13.1M Sell
167,565
-2,312
-1% -$181K 0.56% 46
2020
Q3
$13.3M Buy
169,877
+169,873
+4,246,825% +$13.3M 0.56% 46
2020
Q2
$0 Hold
4
﹤0.01% 1175
2020
Q1
$0 Hold
4
﹤0.01% 1216
2019
Q4
$0 Hold
4
﹤0.01% 1210
2019
Q3
$0 Hold
4
﹤0.01% 1213
2019
Q2
$0 Buy
+4
New ﹤0.01% 1072