Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,084
Closed -$147K 77
2024
Q1
$147K Sell
11,084
-73
-0.7% -$969 0.11% 72
2023
Q4
$136K Sell
11,157
-1,235
-10% -$15.1K 0.05% 217
2023
Q3
$154K Buy
+12,392
New +$154K 0.06% 190
2023
Q2
Sell
-4,333
Closed -$49M 233
2023
Q1
$49M Buy
+4,333
New +$49M 0.31% 65
2022
Q4
Sell
-4,361
Closed -$47K 246
2022
Q3
$47K Hold
4,361
0.05% 108
2022
Q2
$47K Buy
4,361
+4,098
+1,558% +$44.2K 0.03% 117
2022
Q1
$4K Hold
263
﹤0.01% 154
2021
Q4
$5K Buy
+263
New +$5K ﹤0.01% 153
2021
Q3
Sell
-258
Closed -$3K 55
2021
Q2
$3K Buy
258
+168
+187% +$1.95K ﹤0.01% 112
2021
Q1
$1K Sell
90
-100
-53% -$1.11K ﹤0.01% 158
2020
Q4
$1K Buy
+190
New +$1K ﹤0.01% 151