Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$101K Buy
740
+90
+14% +$12.2K 0.04% 161
2023
Q4
$67.6K Buy
650
+270
+71% +$28.1K 0.03% 188
2023
Q3
$33K Buy
380
+46
+14% +$4K 0.01% 251
2023
Q2
$33.7K Buy
334
+151
+83% +$15.2K 0.01% 248
2023
Q1
$17K Buy
183
+124
+210% +$11.5K 0.01% 330
2022
Q4
$4K Hold
59
﹤0.01% 464
2022
Q3
$4K Buy
59
+10
+20% +$678 ﹤0.01% 356
2022
Q2
$4K Hold
49
﹤0.01% 563
2022
Q1
$5K Hold
49
﹤0.01% 551
2021
Q4
$6K Hold
49
﹤0.01% 503
2021
Q3
$5K Hold
49
﹤0.01% 453
2021
Q2
$6K Hold
49
﹤0.01% 472
2021
Q1
$6K Buy
+49
New +$6K ﹤0.01% 539