Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,207
Closed -$78.6K 284
2024
Q3
$78.6K Buy
+1,207
New +$78.6K ﹤0.01% 264
2024
Q1
Sell
-1,500
Closed -$65.4K 412
2023
Q4
$65.4K Sell
1,500
-3,654
-71% -$159K ﹤0.01% 210
2023
Q3
$227K Buy
+5,154
New +$227K ﹤0.01% 277
2023
Q1
Sell
-11,930
Closed -$495K 443
2022
Q4
$495K Sell
11,930
-10,150
-46% -$421K 0.01% 297
2022
Q3
$813K Buy
+22,080
New +$813K 0.01% 139
2021
Q4
Sell
-1,023
Closed -$71K 177
2021
Q3
$71K Sell
1,023
-2,500
-71% -$174K ﹤0.01% 489
2021
Q2
$247K Sell
3,523
-28,127
-89% -$1.97M ﹤0.01% 325
2021
Q1
$1.94M Buy
+31,650
New +$1.94M 0.04% 42
2020
Q4
Hold
0
102
2020
Q3
Hold
0
70
2020
Q2
Sell
-10,534
Closed -$317K 111
2020
Q1
$317K Buy
+10,534
New +$317K 0.01% 105
2019
Q4
Sell
-57,992
Closed -$2.26M 125
2019
Q3
$2.26M Buy
+57,992
New +$2.26M 0.05% 20
2019
Q2
Hold
0
27