Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2
Closed -$1.01K 64
2024
Q1
$1.01K Hold
2
﹤0.01% 164
2023
Q4
$1.19K Sell
2
-112
-98% -$66.8K ﹤0.01% 172
2023
Q3
$55.7K Buy
114
+6
+6% +$2.93K 0.01% 86
2023
Q2
$52.8K Buy
108
+106
+5,300% +$51.8K 0.01% 77
2023
Q1
$771 Buy
2
+1
+100% +$386 ﹤0.01% 191
2022
Q4
$42 Buy
+1
New +$42 ﹤0.01% 869
2022
Q3
Sell
-30
Closed -$11K 141
2022
Q2
$11K Buy
+30
New +$11K ﹤0.01% 114
2022
Q1
Sell
-52
Closed -$34K 118
2021
Q4
$34K Hold
52
0.01% 68
2021
Q3
$30K Hold
52
0.01% 67
2021
Q2
$31K Hold
52
0.01% 45
2021
Q1
$25K Hold
52
0.01% 95
2020
Q4
$26K Sell
52
-445
-90% -$223K 0.01% 61
2020
Q3
$244K Buy
497
+19
+4% +$9.33K 0.09% 28
2020
Q2
$208K Buy
478
+52
+12% +$22.6K 0.08% 30
2020
Q1
$135K Sell
426
-90
-17% -$28.5K 0.06% 37
2019
Q4
$170K Buy
+516
New +$170K 0.16% 35