Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,225
Closed -$38.9K 4835
2023
Q4
$38.9K Buy
6,225
+2,100
+51% +$13.1K ﹤0.01% 4611
2023
Q3
$19.7K Sell
4,125
-133
-3% -$636 ﹤0.01% 4547
2023
Q2
$25.5K Buy
4,258
+760
+22% +$4.55K ﹤0.01% 4440
2023
Q1
$26.1K Hold
3,498
﹤0.01% 4354
2022
Q4
$43.4K Buy
3,498
+700
+25% +$8.68K ﹤0.01% 4257
2022
Q3
$58K Sell
2,798
-100
-3% -$2.07K ﹤0.01% 4179
2022
Q2
$80K Sell
2,898
-125
-4% -$3.45K ﹤0.01% 4133
2022
Q1
$132K Sell
3,023
-354
-10% -$15.5K ﹤0.01% 3913
2021
Q4
$186K Sell
3,377
-200
-6% -$11K ﹤0.01% 3992
2021
Q3
$221K Buy
3,577
+180
+5% +$11.1K ﹤0.01% 3867
2021
Q2
$289K Buy
3,397
+837
+33% +$71.2K ﹤0.01% 3603
2021
Q1
$202K Sell
2,560
-90
-3% -$7.1K ﹤0.01% 3735
2020
Q4
$154K Hold
2,650
﹤0.01% 3577
2020
Q3
$90K Hold
2,650
﹤0.01% 3366
2020
Q2
$122K Buy
2,650
+900
+51% +$41.4K ﹤0.01% 3236
2020
Q1
$28K Buy
1,750
+217
+14% +$3.47K ﹤0.01% 3116
2019
Q4
$42K Buy
+1,533
New +$42K ﹤0.01% 3262