Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
154
2024
Q3
Hold
0
131
2023
Q4
Sell
-12,167
Closed -$185K 111
2023
Q3
$185K Buy
+12,167
New +$185K 0.04% 92
2022
Q2
Sell
-13,300
Closed -$342K 99
2022
Q1
$342K Hold
13,300
0.12% 60
2021
Q4
$323K Sell
13,300
-2,676
-17% -$65K 0.24% 35
2021
Q3
$365K Buy
+15,976
New +$365K 0.14% 62
2020
Q4
Sell
-16,713
Closed -$303K 49
2020
Q3
$303K Buy
+16,713
New +$303K 0.32% 31