Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,251
Closed -$678K 2115
2024
Q3
$678K Buy
13,251
+3,118
+31% +$160K ﹤0.01% 1336
2024
Q2
$479K Buy
10,133
+3,085
+44% +$146K ﹤0.01% 1431
2024
Q1
$334K Buy
7,048
+2,513
+55% +$119K ﹤0.01% 1511
2023
Q4
$216K Sell
4,535
-181
-4% -$8.61K ﹤0.01% 1637
2023
Q3
$210K Sell
4,716
-638
-12% -$28.4K ﹤0.01% 1561
2023
Q2
$290K Buy
+5,354
New +$290K ﹤0.01% 1404
2021
Q4
Sell
-3,445
Closed -$231K 1317
2021
Q3
$231K Buy
+3,445
New +$231K ﹤0.01% 966
2019
Q2
Sell
-933
Closed -$49K 1722
2019
Q1
$49K Buy
933
+918
+6,120% +$48.2K ﹤0.01% 792
2018
Q4
$1K Buy
+15
New +$1K ﹤0.01% 1623