Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,241
Closed -$3K 3007
2024
Q1
$3K Sell
2,241
-3,557
-61% -$4.76K ﹤0.01% 2810
2023
Q4
$16K Sell
5,798
-667
-10% -$1.84K ﹤0.01% 2737
2023
Q3
$15K Hold
6,465
﹤0.01% 2769
2023
Q2
$28K Buy
+6,465
New +$28K ﹤0.01% 2558
2022
Q2
Sell
-5,793
Closed -$33K 3031
2022
Q1
$33K Buy
+5,793
New +$33K ﹤0.01% 2639
2021
Q4
Sell
-6,218
Closed -$658K 2161
2021
Q3
$658K Sell
6,218
-381
-6% -$40.3K 0.01% 1447
2021
Q2
$563K Buy
6,599
+2,869
+77% +$245K ﹤0.01% 1578
2021
Q1
$428K Sell
3,730
-355
-9% -$40.7K 0.02% 1068
2020
Q4
$572K Buy
4,085
+298
+8% +$41.7K 0.02% 895
2020
Q3
$308K Sell
3,787
-107
-3% -$8.7K 0.01% 1099
2020
Q2
$280K Buy
+3,894
New +$280K 0.01% 1143
2020
Q1
Sell
-3,904
Closed -$372K 1679
2019
Q4
$372K Buy
3,904
+833
+27% +$79.4K 0.01% 1279
2019
Q3
$241K Buy
+3,071
New +$241K 0.01% 1448