Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-80
Closed -$574 3432
2024
Q2
$574 Buy
80
+55
+220% +$395 ﹤0.01% 3074
2024
Q1
$162 Sell
25
-4
-14% -$26 ﹤0.01% 3038
2023
Q4
$181 Sell
29
-146
-83% -$911 ﹤0.01% 2944
2023
Q3
$892 Sell
175
-3,675
-95% -$18.7K ﹤0.01% 3024
2023
Q2
$3.32K Buy
3,850
+3,675
+2,100% +$3.17K ﹤0.01% 2691
2023
Q1
$79.6K Sell
175
-2,780
-94% -$1.26M ﹤0.01% 1361
2022
Q4
$1.35M Buy
2,955
+470
+19% +$214K 0.04% 507
2022
Q3
$1.13M Buy
2,485
+1,120
+82% +$511K 0.03% 599
2022
Q2
$622K Hold
1,365
0.02% 751
2022
Q1
$622K Buy
1,365
+1,258
+1,176% +$573K 0.02% 751
2021
Q4
$18K Sell
107
-1,433
-93% -$241K ﹤0.01% 1958
2021
Q3
$305K Buy
1,540
+1,291
+518% +$256K 0.01% 736
2021
Q2
$108K Sell
249
-43
-15% -$18.7K ﹤0.01% 1204
2021
Q1
$108K Buy
+292
New +$108K ﹤0.01% 1144
2020
Q4
Hold
0
3899
2020
Q3
Hold
0
3760