Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9
Closed -$2.24K 920
2023
Q4
$2.24K Sell
9
-150
-94% -$37.3K ﹤0.01% 126
2023
Q3
$41.6K Buy
159
+1
+0.6% +$262 0.01% 97
2023
Q2
$41.4K Buy
158
+150
+1,875% +$39.3K 0.01% 86
2023
Q1
$1.66K Buy
8
+2
+33% +$415 ﹤0.01% 151
2022
Q4
$206 Sell
6
-58
-91% -$1.99K ﹤0.01% 627
2022
Q3
$17K Sell
64
-56
-47% -$14.9K ﹤0.01% 73
2022
Q2
$27K Buy
+120
New +$27K 0.01% 79
2021
Q4
Sell
-12
Closed -$3K 194
2021
Q3
$3K Hold
12
﹤0.01% 125
2021
Q2
$3K Buy
+12
New +$3K ﹤0.01% 101
2021
Q1
Sell
-168
Closed -$40K 179
2020
Q4
$40K Buy
+168
New +$40K 0.01% 56
2020
Q3
Sell
-330
Closed -$24K 189
2020
Q2
$24K Sell
330
-90
-21% -$6.55K 0.01% 62
2020
Q1
$14K Buy
420
+195
+87% +$6.5K 0.01% 86
2019
Q4
$6K Buy
+225
New +$6K 0.01% 131