Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,367
Closed -$41K 744
2023
Q4
$41K Sell
1,367
-116
-8% -$3.48K ﹤0.01% 676
2023
Q3
$38K Buy
1,483
+5
+0.3% +$128 ﹤0.01% 674
2023
Q2
$45K Sell
1,478
-146
-9% -$4.45K 0.01% 654
2023
Q1
$48K Sell
1,624
-12
-0.7% -$355 0.01% 615
2022
Q4
$44K Buy
1,636
+64
+4% +$1.72K 0.01% 565
2022
Q3
$39K Buy
1,572
+849
+117% +$21.1K 0.01% 578
2022
Q2
$24K Buy
723
+150
+26% +$4.98K ﹤0.01% 610
2022
Q1
$21K Sell
573
-25
-4% -$916 ﹤0.01% 699
2021
Q4
$23K Buy
598
+26
+5% +$1K ﹤0.01% 695
2021
Q3
$16K Hold
572
﹤0.01% 779
2021
Q2
$17K Buy
572
+1
+0.2% +$30 ﹤0.01% 800
2021
Q1
$18K Sell
571
-100
-15% -$3.15K ﹤0.01% 652
2020
Q4
$16K Buy
+671
New +$16K ﹤0.01% 634