Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-57,643
Closed -$662K 2150
2024
Q3
$662K Buy
57,643
+16,905
+41% +$194K ﹤0.01% 1347
2024
Q2
$407K Buy
40,738
+1,727
+4% +$17.3K ﹤0.01% 1513
2024
Q1
$459K Buy
39,011
+12,471
+47% +$147K ﹤0.01% 1356
2023
Q4
$303K Buy
26,540
+1,198
+5% +$13.7K ﹤0.01% 1464
2023
Q3
$291K Buy
25,342
+293
+1% +$3.37K ﹤0.01% 1411
2023
Q2
$292K Buy
+25,049
New +$292K ﹤0.01% 1398
2019
Q2
Sell
-3,412
Closed -$56K 1793
2019
Q1
$56K Buy
3,412
+1,820
+114% +$29.9K ﹤0.01% 745
2018
Q4
$26K Buy
+1,592
New +$26K ﹤0.01% 663