Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-500
Closed -$38.8K 125
2023
Q4
$38.8K Buy
+500
New +$38.8K 0.01% 232
2023
Q3
Sell
-292
Closed -$24.3K 112
2023
Q2
$24.3K Buy
+292
New +$24.3K 0.01% 262
2022
Q4
Sell
-80
Closed -$6K 104
2022
Q3
$6K Sell
80
-93
-54% -$6.98K ﹤0.01% 316
2022
Q2
$20K Sell
173
-1,191
-87% -$138K 0.01% 223
2022
Q1
$148K Hold
1,364
0.04% 89
2021
Q4
$162K Sell
1,364
-1,020
-43% -$121K 0.05% 84
2021
Q3
$353K Sell
2,384
-363
-13% -$53.8K 0.11% 49
2021
Q2
$623K Buy
2,747
+629
+30% +$143K 0.2% 39
2021
Q1
$480K Buy
2,118
+360
+20% +$81.6K 0.17% 39
2020
Q4
$409K Buy
+1,758
New +$409K 0.16% 38