Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-865
Closed -$380K 196
2024
Q2
$380K Buy
865
+179
+26% +$78.5K ﹤0.01% 87
2024
Q1
$319K Sell
686
-3,573
-84% -$1.66M ﹤0.01% 241
2023
Q4
$1.75M Buy
+4,259
New +$1.75M 0.01% 111
2023
Q3
Hold
0
158
2023
Q1
Hold
0
139
2022
Q4
Hold
0
140
2022
Q3
Hold
0
219
2022
Q2
Hold
0
397
2021
Q4
Hold
0
319
2021
Q3
Hold
0
278
2021
Q2
Hold
0
168
2021
Q1
Hold
0
111