Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,773
Closed -$19.8K 6295
2024
Q2
$19.8K Buy
+10,773
New +$19.8K ﹤0.01% 5845
2024
Q1
Sell
-20,502
Closed -$47.2K 6100
2023
Q4
$47.2K Buy
+20,502
New +$47.2K ﹤0.01% 5408
2022
Q4
Sell
-13,246
Closed -$70K 5923
2022
Q3
$70K Sell
13,246
-13,820
-51% -$73K ﹤0.01% 5008
2022
Q2
$185K Buy
27,066
+11,895
+78% +$81.3K ﹤0.01% 4490
2022
Q1
$192K Buy
15,171
+1,849
+14% +$23.4K ﹤0.01% 4732
2021
Q4
$123K Sell
13,322
-4,227
-24% -$39K ﹤0.01% 4594
2021
Q3
$184K Buy
+17,549
New +$184K ﹤0.01% 4444