Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,224
Closed -$178K 1927
2024
Q1
$178K Hold
17,224
﹤0.01% 1657
2023
Q4
$338K Sell
17,224
-7,180
-29% -$141K ﹤0.01% 1507
2023
Q3
$426K Buy
24,404
+10,232
+72% +$179K ﹤0.01% 1434
2023
Q2
$412K Buy
14,172
+8,517
+151% +$248K ﹤0.01% 1425
2023
Q1
$150K Buy
+5,655
New +$150K ﹤0.01% 1644
2022
Q4
Sell
-4,832
Closed -$79K 1917
2022
Q3
$79K Buy
4,832
+2,745
+132% +$44.9K ﹤0.01% 1588
2022
Q2
$50K Buy
+2,087
New +$50K ﹤0.01% 1534
2021
Q4
Sell
-2,365
Closed -$227K 1655
2021
Q3
$227K Buy
+2,365
New +$227K ﹤0.01% 1406