Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,090
Closed -$209K 2040
2024
Q3
$209K Sell
2,090
-630
-23% -$62.9K ﹤0.01% 767
2024
Q2
$321K Hold
2,720
﹤0.01% 669
2024
Q1
$314K Sell
2,720
-345
-11% -$39.9K ﹤0.01% 689
2023
Q4
$320K Sell
3,065
-245
-7% -$25.6K ﹤0.01% 609
2023
Q3
$319K Sell
3,310
-460
-12% -$44.4K ﹤0.01% 575
2023
Q2
$389K Sell
3,770
-115
-3% -$11.9K ﹤0.01% 573
2023
Q1
$401K Hold
3,885
﹤0.01% 559
2022
Q4
$355K Sell
3,885
-5,210
-57% -$476K ﹤0.01% 575
2022
Q3
$756K Sell
9,095
-2,241
-20% -$186K 0.01% 440
2022
Q2
$1.06M Buy
11,336
+980
+9% +$92.1K 0.01% 402
2022
Q1
$1.27M Sell
10,356
-31
-0.3% -$3.79K 0.01% 407
2021
Q4
$1.68M Buy
+10,387
New +$1.68M 0.02% 397