Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,891
Closed -$85K 2855
2024
Q2
$85K Buy
+11,891
New +$85K ﹤0.01% 1609
2022
Q2
Sell
-14,713
Closed -$882K 3463
2022
Q1
$882K Buy
14,713
+10,752
+271% +$645K 0.01% 1052
2021
Q4
$589K Buy
+3,961
New +$589K ﹤0.01% 1440
2021
Q1
Sell
-5,551
Closed -$2.22M 2883
2020
Q4
$2.22M Sell
5,551
-10,300
-65% -$4.12M 0.04% 282
2020
Q3
$3.85M Buy
+15,851
New +$3.85M 0.11% 109