Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$729 Sell
1
-2
-67% -$1.46K ﹤0.01% 868
2024
Q2
$2.08K Buy
+3
New +$2.08K ﹤0.01% 885
2024
Q1
Sell
-3
Closed -$1.61K 1516
2023
Q4
$1.61K Sell
3
-7,387
-100% -$3.97M ﹤0.01% 988
2023
Q3
$3.39M Buy
7,390
+5,196
+237% +$2.38M 0.02% 119
2023
Q2
$1.06M Buy
2,194
+2,192
+109,600% +$1.06M ﹤0.01% 247
2023
Q1
$703 Buy
+2
New +$703 ﹤0.01% 1122
2022
Q4
Hold
0
1717
2022
Q3
Sell
-2,196
Closed -$1.07M 2071
2022
Q2
$1.07M Sell
2,196
-895
-29% -$434K ﹤0.01% 695
2022
Q1
$1.13M Sell
3,091
-15,346
-83% -$5.62M ﹤0.01% 495
2021
Q4
$7.93M Buy
18,437
+18,418
+96,937% +$7.92M 0.02% 101
2021
Q3
$6K Buy
19
+14
+280% +$4.42K ﹤0.01% 1641
2021
Q2
$2K Buy
+5
New +$2K ﹤0.01% 1649
2021
Q1
Sell
-13,978
Closed -$3.62M 1956
2020
Q4
$3.62M Buy
13,978
+8,330
+147% +$2.16M 0.01% 308
2020
Q3
$1.09M Sell
5,648
-5,283
-48% -$1.02M ﹤0.01% 516
2020
Q2
$2.13M Buy
+10,931
New +$2.13M 0.01% 266
2020
Q1
Hold
0
1467
2019
Q4
Hold
0
1340
2019
Q3
Hold
0
1403
2019
Q2
Hold
0
1427
2019
Q1
Sell
-7,673
Closed -$687K 1444
2018
Q4
$687K Sell
7,673
-36,508
-83% -$3.27M ﹤0.01% 497
2018
Q3
$4.49M Buy
+44,181
New +$4.49M 0.02% 139