Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,325
Closed -$56K 2168
2024
Q2
$56K Buy
+10,325
New +$56K ﹤0.01% 1646
2023
Q3
Sell
-1,538
Closed -$9K 2106
2023
Q2
$9K Buy
+1,538
New +$9K ﹤0.01% 1980
2022
Q3
Sell
-10,983
Closed -$304K 2533
2022
Q2
$304K Buy
10,983
+4,146
+61% +$115K ﹤0.01% 1955
2022
Q1
$298K Buy
6,837
+5,200
+318% +$227K ﹤0.01% 2014
2021
Q4
$90K Buy
+1,637
New +$90K ﹤0.01% 2496
2018
Q2
Sell
-1,504
Closed -$27K 249
2018
Q1
$27K Buy
+1,504
New +$27K 0.01% 194