Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,587
Closed -$92.9K 665
2024
Q2
$92.9K Sell
24,587
-50
-0.2% -$189 ﹤0.01% 620
2024
Q1
$87.2K Sell
24,637
-227
-0.9% -$804 ﹤0.01% 634
2023
Q4
$85K Sell
24,864
-4,756
-16% -$16.3K ﹤0.01% 615
2023
Q3
$111K Buy
29,620
+201
+0.7% +$752 ﹤0.01% 597
2023
Q2
$122K Sell
29,419
-48
-0.2% -$200 ﹤0.01% 613
2023
Q1
$145K Sell
29,467
-3,107
-10% -$15.3K ﹤0.01% 601
2022
Q4
$151K Hold
32,574
﹤0.01% 608
2022
Q3
$139K Hold
32,574
﹤0.01% 592
2022
Q2
$151K Sell
32,574
-23,230
-42% -$108K ﹤0.01% 606
2022
Q1
$304K Buy
55,804
+25,355
+83% +$138K 0.01% 564
2021
Q4
$190K Buy
30,449
+1,000
+3% +$6.24K ﹤0.01% 639
2021
Q3
$160K Hold
29,449
﹤0.01% 634
2021
Q2
$157K Buy
29,449
+8,500
+41% +$45.3K ﹤0.01% 625
2021
Q1
$83K Buy
+20,949
New +$83K ﹤0.01% 596
2019
Q4
Sell
-17,984
Closed -$91K 520
2019
Q3
$91K Buy
17,984
+7,464
+71% +$37.8K ﹤0.01% 507
2019
Q2
$53K Buy
+10,520
New +$53K ﹤0.01% 486