Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-75,686
Closed -$49.2K 2138
2024
Q3
$49.2K Hold
75,686
﹤0.01% 1840
2024
Q2
$57.5K Sell
75,686
-7,044
-9% -$5.35K ﹤0.01% 1774
2024
Q1
$87.7K Hold
82,730
﹤0.01% 1781
2023
Q4
$267K Buy
+82,730
New +$267K ﹤0.01% 1563
2022
Q1
Sell
-1,793
Closed -$14K 1631
2021
Q4
$14K Hold
1,793
﹤0.01% 1623
2021
Q3
$190K Hold
1,793
﹤0.01% 1429
2021
Q2
$153K Buy
+1,793
New +$153K ﹤0.01% 1426