Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,136
Closed -$32.1K 728
2023
Q4
$32.1K Hold
5,136
﹤0.01% 493
2023
Q3
$24.5K Hold
5,136
﹤0.01% 561
2023
Q2
$30.7K Buy
+5,136
New +$30.7K ﹤0.01% 570
2023
Q1
Sell
-5,136
Closed -$63.7K 995
2022
Q4
$63.7K Sell
5,136
-49,064
-91% -$608K ﹤0.01% 1042
2022
Q3
$1.12M Buy
54,200
+2,500
+5% +$51.5K 0.02% 665
2022
Q2
$1.43M Buy
51,700
+49,064
+1,861% +$1.36M 0.02% 638
2022
Q1
$115K Hold
2,636
﹤0.01% 1172
2021
Q4
$146K Buy
+2,636
New +$146K ﹤0.01% 1088
2016
Q3
Sell
-1,919
Closed -$48K 336
2016
Q2
$48K Buy
+1,919
New +$48K 0.01% 444