Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,988
Closed -$61.7K 1690
2023
Q4
$61.7K Sell
17,988
-1,844
-9% -$6.33K ﹤0.01% 1384
2023
Q3
$73.4K Sell
19,832
-922
-4% -$3.41K ﹤0.01% 1268
2023
Q2
$87K Sell
20,754
-32
-0.2% -$134 ﹤0.01% 1260
2023
Q1
$87K Sell
20,786
-4,580
-18% -$19.2K ﹤0.01% 1249
2022
Q4
$57K Hold
25,366
﹤0.01% 1079
2022
Q3
$54K Sell
25,366
-2,306
-8% -$4.91K ﹤0.01% 1065
2022
Q2
$59K Sell
27,672
-2,305
-8% -$4.92K ﹤0.01% 1092
2022
Q1
$153K Sell
29,977
-2,305
-7% -$11.8K ﹤0.01% 1045
2021
Q4
$145K Sell
32,282
-6,915
-18% -$31.1K ﹤0.01% 964
2021
Q3
$392K Sell
39,197
-6,915
-15% -$69.2K 0.01% 584
2021
Q2
$458K Sell
46,112
-6,915
-13% -$68.7K 0.02% 454
2021
Q1
$525K Buy
+53,027
New +$525K 0.02% 279