Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,577
Closed -$75.5K 1900
2024
Q1
$75.5K Buy
+1,577
New +$75.5K 0.01% 1158
2023
Q3
Sell
-1,911
Closed -$94K 1848
2023
Q2
$94K Buy
1,911
+1,171
+158% +$57.6K 0.03% 869
2023
Q1
$32.3K Buy
+740
New +$32.3K 0.01% 1243
2022
Q3
Sell
-1,106
Closed -$35K 1990
2022
Q2
$35K Buy
1,106
+1,077
+3,714% +$34.1K 0.02% 1173
2022
Q1
$1K Sell
29
-46
-61% -$1.59K ﹤0.01% 1753
2021
Q4
$5K Sell
75
-2
-3% -$133 ﹤0.01% 1725
2021
Q3
$7K Sell
77
-217
-74% -$19.7K ﹤0.01% 1068
2021
Q2
$36K Sell
294
-924
-76% -$113K 0.02% 825
2021
Q1
$160K Buy
+1,218
New +$160K 0.26% 72