Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30,385
Closed -$45K 2311
2024
Q2
$45K Buy
+30,385
New +$45K ﹤0.01% 1672
2023
Q3
Sell
-4,398
Closed -$12K 2223
2023
Q2
$12K Buy
+4,398
New +$12K ﹤0.01% 1959
2021
Q2
Sell
-204
Closed -$21K 2799
2021
Q1
$21K Buy
+204
New +$21K ﹤0.01% 2363
2020
Q3
Sell
-1,351
Closed -$132K 1837
2020
Q2
$132K Buy
1,351
+1,153
+582% +$113K ﹤0.01% 1091
2020
Q1
$16K Buy
+198
New +$16K ﹤0.01% 547