Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,421
Closed -$255K 839
2024
Q3
$255K Buy
+3,421
New +$255K 0.12% 149
2024
Q2
Hold
0
743
2023
Q4
Sell
-4,467
Closed -$315K 710
2023
Q3
$315K Buy
+4,467
New +$315K 0.19% 75
2023
Q2
Sell
-10
Closed 658
2023
Q1
$0 Buy
+10
New ﹤0.01% 690
2022
Q4
Sell
-20
Closed -$1K 687
2022
Q3
$1K Buy
20
+5
+33% +$250 ﹤0.01% 563
2022
Q2
$1K Buy
+15
New +$1K ﹤0.01% 582
2019
Q4
Sell
-675
Closed -$68K 975
2019
Q3
$68K Sell
675
-215
-24% -$21.7K 0.02% 363
2019
Q2
$80K Buy
+890
New +$80K 0.02% 288