Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6
Closed -$1.58K 434
2024
Q3
$1.58K Hold
6
﹤0.01% 306
2024
Q2
$1.58K Buy
+6
New +$1.58K ﹤0.01% 306
2023
Q4
Sell
-8,086
Closed -$1.86M 369
2023
Q3
$1.86M Sell
8,086
-1,741
-18% -$400K 0.62% 23
2023
Q2
$2.33M Sell
9,827
-1,313
-12% -$312K 0.76% 19
2023
Q1
$2.51M Buy
11,140
+26
+0.2% +$5.86K 0.98% 16
2022
Q4
$2.31M Sell
11,114
-944
-8% -$196K 1% 16
2022
Q3
$2.14M Buy
12,058
+7,719
+178% +$1.37M 0.84% 16
2022
Q2
$854K Buy
4,339
+3,805
+713% +$749K 0.37% 30
2022
Q1
$118K Buy
534
+500
+1,471% +$110K 0.03% 76
2021
Q4
$7K Buy
+34
New +$7K ﹤0.01% 183
2020
Q1
Sell
-9,571
Closed -$1.8M 168
2019
Q4
$1.8M Buy
+9,571
New +$1.8M 1.28% 27