Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-95,733
Closed -$213K 1714
2024
Q1
$213K Buy
95,733
+68,233
+248% +$152K 0.01% 1092
2023
Q4
$95.4K Buy
27,500
+7,253
+36% +$25.2K ﹤0.01% 1100
2023
Q3
$63.6K Buy
+20,247
New +$63.6K ﹤0.01% 1105
2021
Q4
Sell
-10,180
Closed -$96K 902
2021
Q3
$96K Buy
+10,180
New +$96K 0.01% 786
2021
Q2
Sell
-35,233
Closed -$410K 1148
2021
Q1
$410K Buy
35,233
+18,199
+107% +$212K 0.02% 444
2020
Q4
$141K Buy
+17,034
New +$141K 0.01% 636