Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,754
Closed -$22.2K 6345
2024
Q1
$22.2K Buy
17,754
+6,449
+57% +$8.06K ﹤0.01% 5511
2023
Q4
$25.9K Buy
11,305
+10,414
+1,169% +$23.8K ﹤0.01% 5474
2023
Q3
$5.61K Sell
891
-8,481
-90% -$53.4K ﹤0.01% 4997
2023
Q2
$50.7K Buy
+9,372
New +$50.7K ﹤0.01% 4939
2023
Q1
Sell
-992
Closed -$14.3K 5939
2022
Q4
$14.3K Buy
+992
New +$14.3K ﹤0.01% 5128
2022
Q3
Sell
-840
Closed -$48K 6076
2022
Q2
$48K Sell
840
-3,606
-81% -$206K ﹤0.01% 4927
2022
Q1
$729K Buy
4,446
+2,497
+128% +$409K ﹤0.01% 3338
2021
Q4
$283K Buy
+1,949
New +$283K ﹤0.01% 4076
2021
Q3
Hold
0
5597
2021
Q2
Sell
-2,607
Closed -$783K 5509
2021
Q1
$783K Buy
+2,607
New +$783K ﹤0.01% 2804