Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$151K Hold
4,015
0.05% 135
2023
Q4
$142K Sell
4,015
-600
-13% -$21.2K 0.06% 131
2023
Q3
$157K Sell
4,615
-5,400
-54% -$184K 0.07% 116
2023
Q2
$145K Hold
10,015
0.06% 120
2023
Q1
$159K Sell
10,015
-1,950
-16% -$31K 0.07% 104
2022
Q4
$150K Buy
11,965
+11,281
+1,649% +$141K 0.07% 98
2022
Q3
$20K Sell
684
-15,562
-96% -$455K 0.02% 178
2022
Q2
$217K Buy
16,246
+3,281
+25% +$43.8K 0.09% 99
2022
Q1
$140K Sell
12,965
-4,719
-27% -$51K 0.05% 136
2021
Q4
$258K Hold
17,684
0.11% 102
2021
Q3
$287K Buy
17,684
+9,000
+104% +$146K 0.13% 91
2021
Q2
$229K Hold
8,684
0.11% 102
2021
Q1
$211K Sell
8,684
-264
-3% -$6.42K 0.1% 127
2020
Q4
$183K Buy
8,948
+8,000
+844% +$164K 0.08% 131
2020
Q3
$17K Hold
948
0.01% 340
2020
Q2
$22K Buy
+948
New +$22K 0.01% 306
2019
Q4
$17K Buy
+440
New +$17K 0.01% 341