Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22
Closed -$216K 451
2024
Q3
$216K Buy
+22
New +$216K 0.01% 394
2023
Q2
Sell
-14
Closed -$78K 1218
2023
Q1
$78K Buy
14
+3
+27% +$16.7K 0.01% 502
2022
Q4
$50.7K Sell
11
-1
-8% -$4.61K ﹤0.01% 599
2022
Q3
$48K Buy
12
+6
+100% +$24K ﹤0.01% 596
2022
Q2
$24K Buy
6
+3
+100% +$12K ﹤0.01% 723
2022
Q1
$13K Hold
3
﹤0.01% 829
2021
Q4
$18K Buy
+3
New +$18K ﹤0.01% 736
2020
Q4
Sell
-1
Closed -$4K 1306
2020
Q3
$4K Buy
+1
New +$4K ﹤0.01% 804