Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$9.06K Sell
682
-1,345
-66% -$17.9K ﹤0.01% 488
2023
Q4
$24.7K Hold
2,027
0.01% 312
2023
Q3
$25.2K Sell
2,027
-362
-15% -$4.5K 0.01% 285
2023
Q2
$36.1K Sell
2,389
-202
-8% -$3.06K 0.02% 242
2023
Q1
$33K Sell
2,591
-100
-4% -$1.27K 0.02% 237
2022
Q4
$31K Buy
2,691
+1,219
+83% +$14K 0.02% 220
2022
Q3
$16K Sell
1,472
-1,810
-55% -$19.7K 0.01% 200
2022
Q2
$37K Sell
3,282
-1,516
-32% -$17.1K 0.02% 244
2022
Q1
$81K Buy
4,798
+603
+14% +$10.2K 0.03% 186
2021
Q4
$87K Buy
4,195
+100
+2% +$2.07K 0.04% 175
2021
Q3
$58K Buy
4,095
+131
+3% +$1.86K 0.03% 214
2021
Q2
$59K Hold
3,964
0.03% 221
2021
Q1
$49K Sell
3,964
-4,923
-55% -$60.9K 0.02% 282
2020
Q4
$78K Hold
8,887
0.04% 206
2020
Q3
$59K Buy
8,887
+1,345
+18% +$8.93K 0.03% 224
2020
Q2
$46K Buy
+7,542
New +$46K 0.03% 241
2019
Q4
Hold
0
649