Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,278
Closed -$21.4K 6304
2024
Q1
$21.4K Sell
6,278
-2,081
-25% -$7.1K ﹤0.01% 5515
2023
Q4
$35.5K Buy
8,359
+3,481
+71% +$14.8K ﹤0.01% 5447
2023
Q3
$10.4K Buy
+4,878
New +$10.4K ﹤0.01% 4948
2023
Q1
Sell
-5,751
Closed -$12.7K 5874
2022
Q4
$12.7K Buy
5,751
+1,549
+37% +$3.43K ﹤0.01% 5149
2022
Q3
$17K Buy
4,202
+2,371
+129% +$9.59K ﹤0.01% 5346
2022
Q2
$9K Buy
1,831
+199
+12% +$978 ﹤0.01% 5263
2022
Q1
$8K Sell
1,632
-538
-25% -$2.64K ﹤0.01% 5491
2021
Q4
$11K Buy
+2,170
New +$11K ﹤0.01% 5177
2021
Q2
Sell
-1,906
Closed -$19K 5458
2021
Q1
$19K Sell
1,906
-135
-7% -$1.35K ﹤0.01% 4862
2020
Q4
$9K Sell
2,041
-18,352
-90% -$80.9K ﹤0.01% 3798
2020
Q3
$75K Buy
20,393
+15,939
+358% +$58.6K ﹤0.01% 3498
2020
Q2
$24K Buy
+4,454
New +$24K ﹤0.01% 3855