Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,744
Closed -$174K 753
2024
Q1
$174K Sell
1,744
-103
-6% -$10.3K 0.02% 350
2023
Q4
$153K Hold
1,847
0.02% 263
2023
Q3
$114K Buy
1,847
+1,543
+508% +$95.2K 0.02% 301
2023
Q2
$20K Buy
+304
New +$20K ﹤0.01% 503
2022
Q1
Sell
-498
Closed -$66K 797
2021
Q4
$66K Hold
498
0.01% 398
2021
Q3
$50K Hold
498
0.01% 405
2021
Q2
$50K Sell
498
-331
-40% -$33.2K 0.01% 427
2021
Q1
$75K Sell
829
-891
-52% -$80.6K 0.01% 312
2020
Q4
$143K Buy
1,720
+442
+35% +$36.7K 0.01% 195
2020
Q3
$97K Sell
1,278
-936
-42% -$71K 0.01% 277
2020
Q2
$138K Buy
2,214
+1,100
+99% +$68.6K 0.01% 192
2020
Q1
$44K Buy
+1,114
New +$44K 0.01% 319
2018
Q4
Sell
-2,162
Closed -$83K 452
2018
Q3
$83K Buy
+2,162
New +$83K 0.01% 301