Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,456
Closed -$12.2K 7185
2024
Q1
$12.2K Sell
5,456
-30
-0.5% -$67 ﹤0.01% 5591
2023
Q4
$16K Sell
5,486
-668
-11% -$1.94K ﹤0.01% 5583
2023
Q3
$6.59K Sell
6,154
-5,983
-49% -$6.4K ﹤0.01% 6086
2023
Q2
$20.2K Buy
12,137
+296
+2% +$494 ﹤0.01% 5538
2023
Q1
$11.4K Buy
11,841
+2,689
+29% +$2.6K ﹤0.01% 5866
2022
Q4
$4K Buy
9,152
+1,577
+21% +$689 ﹤0.01% 6332
2022
Q3
$8K Sell
7,575
-9,475
-56% -$10K ﹤0.01% 6076
2022
Q2
$19K Buy
17,050
+16,200
+1,906% +$18.1K ﹤0.01% 5624
2022
Q1
$3K Sell
850
-13,846
-94% -$48.9K ﹤0.01% 6599
2021
Q4
$74K Buy
14,696
+9,010
+158% +$45.4K ﹤0.01% 4824
2021
Q3
$25K Buy
+5,686
New +$25K ﹤0.01% 5600