Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,784
Closed -$212K 978
2023
Q4
$212K Sell
1,784
-105
-6% -$12.5K ﹤0.01% 826
2023
Q3
$254K Buy
1,889
+71
+4% +$9.54K 0.01% 767
2023
Q2
$249K Sell
1,818
-197
-10% -$27K 0.01% 744
2023
Q1
$304K Buy
2,015
+264
+15% +$39.8K 0.01% 712
2022
Q4
$200K Buy
+1,751
New +$200K 0.01% 742
2022
Q1
Sell
-7,273
Closed -$1.08M 814
2021
Q4
$1.08M Buy
7,273
+3,813
+110% +$567K 0.03% 291
2021
Q3
$532K Buy
3,460
+1,711
+98% +$263K 0.01% 415
2021
Q2
$357K Buy
+1,749
New +$357K 0.01% 421
2020
Q1
Sell
-221
Closed -$28K 380
2019
Q4
$28K Buy
+221
New +$28K ﹤0.01% 397