Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,169
Closed -$81.7K 330
2024
Q1
$81.7K Sell
22,169
-5,184
-19% -$19.1K ﹤0.01% 513
2023
Q4
$111K Buy
27,353
+844
+3% +$3.41K ﹤0.01% 503
2023
Q3
$105K Buy
26,509
+1,526
+6% +$6.07K ﹤0.01% 482
2023
Q2
$109K Buy
24,983
+5,952
+31% +$25.9K ﹤0.01% 495
2023
Q1
$78.3K Sell
19,031
-1,720
-8% -$7.08K ﹤0.01% 543
2022
Q4
$91.1K Buy
20,751
+1,774
+9% +$7.79K ﹤0.01% 581
2022
Q3
$68K Sell
18,977
-5,728
-23% -$20.5K ﹤0.01% 530
2022
Q2
$84K Buy
+24,705
New +$84K ﹤0.01% 574
2020
Q3
Sell
-3,093
Closed -$7K 434
2020
Q2
$7K Buy
+3,093
New +$7K ﹤0.01% 640
2019
Q4
Sell
-1,150
Closed -$3K 655
2019
Q3
$3K Buy
+1,150
New +$3K ﹤0.01% 607