Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,655
Closed -$200K 94
2023
Q4
$200K Sell
5,655
-2,719
-32% -$96.3K 0.04% 93
2023
Q3
$324K Sell
8,374
-675
-7% -$26.1K 0.08% 77
2023
Q2
$319K Sell
9,049
-2,172
-19% -$76.7K 0.07% 78
2023
Q1
$426K Sell
11,221
-388
-3% -$14.7K 0.1% 71
2022
Q4
$406K Sell
11,609
-4,084
-26% -$143K 0.1% 83
2022
Q3
$448K Buy
+15,693
New +$448K 0.11% 88
2020
Q4
Sell
-44
Closed -$1K 304
2020
Q3
$1K Hold
44
﹤0.01% 288
2020
Q2
$1K Hold
44
﹤0.01% 294
2020
Q1
$1K Sell
44
-1,280
-97% -$29.1K ﹤0.01% 286
2019
Q4
$50K Hold
1,324
0.02% 207
2019
Q3
$50K Buy
1,324
+1,279
+2,842% +$48.3K 0.02% 206
2019
Q2
$2K Hold
45
﹤0.01% 322
2019
Q1
$2K Hold
45
﹤0.01% 304
2018
Q4
$2K Buy
+45
New +$2K ﹤0.01% 337