Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,808
Closed -$11K 1779
2024
Q1
$11K Buy
+14,808
New +$11K ﹤0.01% 1554
2022
Q4
Sell
-19,180
Closed -$44K 1622
2022
Q3
$44K Buy
+19,180
New +$44K 0.01% 1429
2022
Q1
Sell
-66,370
Closed -$284K 1550
2021
Q4
$284K Buy
66,370
+47,243
+247% +$202K 0.04% 972
2021
Q3
$127K Sell
19,127
-11,294
-37% -$75K 0.01% 1304
2021
Q2
$221K Buy
30,421
+15,639
+106% +$114K 0.02% 1134
2021
Q1
$145K Buy
+14,782
New +$145K 0.02% 966
2020
Q4
Sell
-221,355
Closed -$221K 1341
2020
Q3
$221K Buy
+221,355
New +$221K 0.04% 947
2014
Q2
Sell
-3
Closed -$21K 1861
2014
Q1
$21K Hold
3
﹤0.01% 1523
2013
Q4
$26K Hold
3
﹤0.01% 1601
2013
Q3
$35K Hold
3
﹤0.01% 1532
2013
Q2
$37K Buy
+3
New +$37K ﹤0.01% 1226