Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$75.9K Sell
1,330
-276
-17% -$15.8K 0.02% 338
2024
Q1
$92.7K Buy
1,606
+416
+35% +$24K 0.02% 305
2023
Q4
$81.3K Buy
1,190
+63
+6% +$4.3K 0.02% 307
2023
Q3
$64.1K Buy
1,127
+149
+15% +$8.48K 0.02% 329
2023
Q2
$58.4K Buy
978
+54
+6% +$3.22K 0.02% 300
2023
Q1
$56.9K Buy
924
+201
+28% +$12.4K 0.02% 299
2022
Q4
$49.9K Sell
723
-1,069
-60% -$73.8K 0.01% 319
2022
Q3
$92K Buy
1,792
+1,118
+166% +$57.4K 0.03% 212
2022
Q2
$37K Sell
674
-1,039
-61% -$57K 0.01% 349
2022
Q1
$118K Buy
1,713
+261
+18% +$18K 0.03% 180
2021
Q4
$78K Buy
1,452
+1,190
+454% +$63.9K 0.02% 227
2021
Q3
$13K Buy
262
+195
+291% +$9.68K ﹤0.01% 525
2021
Q2
$4K Sell
67
-31
-32% -$1.85K ﹤0.01% 683
2021
Q1
$6K Buy
98
+61
+165% +$3.74K ﹤0.01% 603
2020
Q4
$2K Buy
37
+17
+85% +$919 ﹤0.01% 667
2020
Q3
$1K Sell
20
-21
-51% -$1.05K ﹤0.01% 544
2020
Q2
$2K Buy
+41
New +$2K ﹤0.01% 270
2018
Q4
Sell
-4,484
Closed -$199K 165
2018
Q3
$199K Hold
4,484
0.1% 41
2018
Q2
$200K Buy
+4,484
New +$200K 0.11% 36
2017
Q1
Sell
-4,484
Closed -$143K 34
2016
Q4
$143K Buy
+4,484
New +$143K 0.06% 34