Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$63K Buy
+1,012
New +$63K 0.02% 336
2023
Q4
Hold
0
1671
2023
Q3
Hold
0
1747
2022
Q1
Hold
0
2309
2021
Q4
Hold
0
2385
2021
Q3
Sell
-1,716
Closed -$55K 2471
2021
Q2
$55K Buy
+1,716
New +$55K ﹤0.01% 1202
2021
Q1
Sell
-7,794
Closed -$165K 2413
2020
Q4
$165K Sell
7,794
-23,097
-75% -$489K 0.01% 621
2020
Q3
$813K Buy
30,891
+27,964
+955% +$736K 0.05% 216
2020
Q2
$79K Buy
+2,927
New +$79K 0.01% 717
2017
Q3
Sell
-941
Closed -$16K 2824
2017
Q2
$16K Buy
+941
New +$16K ﹤0.01% 1952
2017
Q1
Sell
-1,807
Closed -$31K 3124
2016
Q4
$31K Sell
1,807
-843
-32% -$14.5K ﹤0.01% 1725
2016
Q3
$38K Sell
2,650
-3,928
-60% -$56.3K ﹤0.01% 1547
2016
Q2
$82K Buy
+6,578
New +$82K ﹤0.01% 1119