Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,302
Closed -$222K 1397
2024
Q3
$222K Buy
+31,302
New +$222K ﹤0.01% 1029
2024
Q2
Sell
-27,710
Closed -$43.2K 1023
2024
Q1
$43.2K Buy
+27,710
New +$43.2K ﹤0.01% 951
2023
Q2
Sell
-55,929
Closed -$148K 939
2023
Q1
$148K Buy
+55,929
New +$148K ﹤0.01% 836
2022
Q4
Sell
-18,068
Closed -$132K 867
2022
Q3
$132K Buy
+18,068
New +$132K ﹤0.01% 790
2022
Q1
Sell
-15,943
Closed -$200K 831
2021
Q4
$200K Buy
15,943
+5,805
+57% +$72.8K ﹤0.01% 697
2021
Q3
$126K Sell
10,138
-782
-7% -$9.72K ﹤0.01% 674
2021
Q2
$148K Buy
+10,920
New +$148K ﹤0.01% 596