Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-570
Closed -$270K 2011
2024
Q2
$270K Sell
570
-186
-25% -$88.2K ﹤0.01% 1554
2024
Q1
$442K Sell
756
-171
-18% -$100K 0.01% 1315
2023
Q4
$406K Sell
927
-98
-10% -$42.9K 0.01% 1312
2023
Q3
$409K Sell
1,025
-170
-14% -$67.8K 0.01% 1227
2023
Q2
$409K Sell
1,195
-317
-21% -$109K 0.01% 1249
2023
Q1
$411K Buy
1,512
+67
+5% +$18.2K 0.01% 1242
2022
Q4
$303K Buy
1,445
+123
+9% +$25.8K ﹤0.01% 1349
2022
Q3
$251K Buy
1,322
+28
+2% +$5.32K ﹤0.01% 1399
2022
Q2
$243K Buy
1,294
+1
+0.1% +$188 ﹤0.01% 1308
2022
Q1
$315K Buy
+1,293
New +$315K 0.01% 1288