Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,234
Closed -$102K 2048
2023
Q4
$102K Buy
+3,234
New +$102K ﹤0.01% 1584
2023
Q2
Sell
-53
Closed -$494 2124
2023
Q1
$494 Sell
53
-3,033
-98% -$28.3K ﹤0.01% 2071
2022
Q4
$56.6K Sell
3,086
-10,914
-78% -$200K ﹤0.01% 1700
2022
Q3
$131K Buy
+14,000
New +$131K ﹤0.01% 1588
2021
Q4
Sell
-8,000
Closed -$132K 2219
2021
Q3
$132K Sell
8,000
-22,000
-73% -$363K ﹤0.01% 1734
2021
Q2
$840K Buy
+30,000
New +$840K ﹤0.01% 1368