Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-72,998
Closed -$140K 3355
2023
Q4
$140K Buy
72,998
+42,483
+139% +$81.6K ﹤0.01% 2732
2023
Q3
$69.6K Sell
30,515
-52,131
-63% -$119K ﹤0.01% 2700
2023
Q2
$241K Buy
82,646
+9,761
+13% +$28.5K ﹤0.01% 2556
2023
Q1
$222K Buy
72,885
+16,168
+29% +$49.3K ﹤0.01% 2773
2022
Q4
$164K Buy
+56,717
New +$164K ﹤0.01% 3064
2022
Q2
Sell
-60,683
Closed -$215K 4398
2022
Q1
$215K Buy
60,683
+34,135
+129% +$121K ﹤0.01% 3591
2021
Q4
$158K Sell
26,548
-71,252
-73% -$424K ﹤0.01% 3549
2021
Q3
$981K Buy
+97,800
New +$981K ﹤0.01% 2502