Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-25,209
Closed -$353K 386
2024
Q1
$353K Sell
25,209
-524
-2% -$7.35K 0.01% 360
2023
Q4
$346K Sell
25,733
-4,134
-14% -$55.6K 0.01% 356
2023
Q3
$383K Buy
29,867
+7,442
+33% +$95.4K 0.01% 318
2023
Q2
$253K Buy
+22,425
New +$253K 0.01% 426
2019
Q4
Sell
-380
Closed -$4K 683
2019
Q3
$4K Sell
380
-2,620
-87% -$27.6K ﹤0.01% 575
2019
Q2
$37K Buy
+3,000
New +$37K ﹤0.01% 137
2019
Q1
Sell
-2,393
Closed -$34K 451
2018
Q4
$34K Buy
2,393
+1,916
+402% +$27.2K ﹤0.01% 136
2018
Q3
$7K Buy
+477
New +$7K ﹤0.01% 241