Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-780
Closed -$9.12K 2738
2024
Q1
$9.12K Buy
780
+305
+64% +$3.57K ﹤0.01% 2591
2023
Q4
$17.3K Buy
475
+2
+0.4% +$73 ﹤0.01% 2205
2023
Q3
$35.3K Buy
+473
New +$35.3K ﹤0.01% 2127
2022
Q3
Sell
-780
Closed -$243K 2828
2022
Q2
$243K Sell
780
-64
-8% -$19.9K ﹤0.01% 2351
2022
Q1
$336K Sell
844
-64
-7% -$25.5K ﹤0.01% 2321
2021
Q4
$550K Buy
908
+126
+16% +$76.3K ﹤0.01% 1959
2021
Q3
$789K Sell
782
-267
-25% -$269K ﹤0.01% 1599
2021
Q2
$1.31M Buy
1,049
+170
+19% +$213K ﹤0.01% 1299
2021
Q1
$1.01M Buy
+879
New +$1.01M ﹤0.01% 1298
2020
Q2
Sell
-421
Closed -$261K 2404
2020
Q1
$261K Buy
+421
New +$261K ﹤0.01% 1728