Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
304
2024
Q2
Hold
0
286
2024
Q1
Hold
0
311
2023
Q4
Hold
0
241
2023
Q3
Hold
0
299
2023
Q1
Sell
-2,933
Closed -$273K 230
2022
Q4
$273K Buy
2,933
+303
+12% +$28.2K 0.01% 168
2022
Q3
$206K Sell
2,630
-7,679
-74% -$601K ﹤0.01% 382
2022
Q2
$918K Sell
10,309
-6,381
-38% -$568K 0.03% 124
2022
Q1
$2M Buy
16,690
+14,898
+831% +$1.78M 0.07% 61
2021
Q4
$296K Sell
1,792
-690
-28% -$114K 0.01% 275
2021
Q3
$370K Buy
+2,482
New +$370K 0.01% 321
2021
Q2
Hold
0
640
2021
Q1
Hold
0
799
2020
Q4
Hold
0
525