Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,006
Closed -$54.1K 1452
2024
Q2
$54.1K Sell
13,006
-15
-0.1% -$62 ﹤0.01% 858
2024
Q1
$60.4K Buy
13,021
+15
+0.1% +$70 ﹤0.01% 827
2023
Q4
$118K Hold
13,006
﹤0.01% 723
2023
Q3
$94.9K Hold
13,006
﹤0.01% 709
2023
Q2
$126K Hold
13,006
﹤0.01% 686
2023
Q1
$137K Buy
13,006
+6
+0% +$63 ﹤0.01% 707
2022
Q4
$127K Hold
13,000
﹤0.01% 871
2022
Q3
$205K Hold
13,000
﹤0.01% 841
2022
Q2
$282K Hold
13,000
0.01% 792
2022
Q1
$274K Sell
13,000
-4,865
-27% -$103K ﹤0.01% 853
2021
Q4
$566K Buy
+17,865
New +$566K 0.01% 704
2021
Q1
Sell
-4,840
Closed -$236K 932
2020
Q4
$236K Buy
+4,840
New +$236K ﹤0.01% 825