Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,699
Closed -$146K 1351
2024
Q3
$146K Sell
12,699
-2,091
-14% -$24K ﹤0.01% 1210
2024
Q2
$148K Sell
14,790
-831
-5% -$8.3K ﹤0.01% 1160
2024
Q1
$184K Hold
15,621
﹤0.01% 1104
2023
Q4
$179K Buy
15,621
+95
+0.6% +$1.09K ﹤0.01% 1075
2023
Q3
$178K Buy
+15,526
New +$178K ﹤0.01% 1015
2022
Q4
Sell
-10,685
Closed -$96K 955
2022
Q3
$96K Buy
10,685
+371
+4% +$3.33K ﹤0.01% 850
2022
Q2
$121K Buy
10,314
+142
+1% +$1.67K ﹤0.01% 841
2022
Q1
$120K Sell
10,172
-256
-2% -$3.02K ﹤0.01% 858
2021
Q4
$110K Sell
10,428
-7,348
-41% -$77.5K ﹤0.01% 844
2021
Q3
$193K Buy
17,776
+3,751
+27% +$40.7K ﹤0.01% 810
2021
Q2
$160K Buy
+14,025
New +$160K ﹤0.01% 795