Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,388
Closed -$52.4K 1404
2023
Q4
$52.4K Buy
8,388
+463
+6% +$2.89K ﹤0.01% 1036
2023
Q3
$37.9K Buy
7,925
+407
+5% +$1.95K ﹤0.01% 964
2023
Q2
$45K Buy
+7,518
New +$45K ﹤0.01% 891
2023
Q1
Sell
-2,610
Closed -$32.4K 1292
2022
Q4
$32.4K Buy
2,610
+1,050
+67% +$13K ﹤0.01% 1008
2022
Q3
$32K Buy
+1,560
New +$32K ﹤0.01% 1027
2020
Q1
Sell
-1,369
Closed -$38K 613
2019
Q4
$38K Buy
+1,369
New +$38K ﹤0.01% 702
2018
Q1
Sell
-10,451
Closed -$136K 1137
2017
Q4
$136K Buy
+10,451
New +$136K ﹤0.01% 712