Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,950
Closed -$95.6K 948
2024
Q1
$95.6K Buy
1,950
+1,906
+4,332% +$93.5K 0.01% 419
2023
Q4
$2.51K Sell
44
-1
-2% -$57 ﹤0.01% 267
2023
Q3
$2.06K Buy
+45
New +$2.06K ﹤0.01% 206
2022
Q1
Sell
-5,257
Closed -$619K 1669
2021
Q4
$619K Buy
+5,257
New +$619K 0.01% 789
2021
Q2
Sell
-16,000
Closed -$1.19M 1914
2021
Q1
$1.19M Buy
+16,000
New +$1.19M 0.03% 472
2020
Q4
Sell
-6,322
Closed -$387K 1867
2020
Q3
$387K Buy
+6,322
New +$387K 0.01% 1178
2019
Q4
Sell
-11,590
Closed -$526K 2043
2019
Q3
$526K Buy
+11,590
New +$526K 0.01% 864