Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,034
Closed -$1.05M 382
2024
Q1
$1.05M Sell
12,034
-1,111
-8% -$96.8K 0.03% 186
2023
Q4
$1.01M Sell
13,145
-2,701
-17% -$207K 0.03% 165
2023
Q3
$1.12M Buy
15,846
+421
+3% +$29.8K 0.04% 135
2023
Q2
$1.29M Buy
15,425
+327
+2% +$27.4K 0.04% 123
2023
Q1
$970K Buy
15,098
+308
+2% +$19.8K 0.03% 185
2022
Q4
$901K Buy
+14,790
New +$901K 0.03% 214
2020
Q3
Sell
-100
Closed -$9K 538
2020
Q2
$9K Buy
100
+77
+335% +$6.93K ﹤0.01% 580
2020
Q1
$1K Buy
23
+9
+64% +$391 ﹤0.01% 628
2019
Q4
$1K Buy
14
+7
+100% +$500 ﹤0.01% 578
2019
Q3
$1K Hold
7
﹤0.01% 695
2019
Q2
$1K Buy
+7
New +$1K ﹤0.01% 710