Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,292
Closed -$57K 6145
2023
Q4
$57K Sell
10,292
-11,364
-52% -$63K ﹤0.01% 5382
2023
Q3
$215K Sell
21,656
-4,682
-18% -$46.6K ﹤0.01% 4344
2023
Q2
$198K Sell
26,338
-2,562
-9% -$19.2K ﹤0.01% 4589
2023
Q1
$198K Sell
28,900
-4,568
-14% -$31.3K ﹤0.01% 4687
2022
Q4
$190K Buy
+33,468
New +$190K ﹤0.01% 4421
2021
Q2
Sell
-1,284
Closed -$49K 5556
2021
Q1
$49K Buy
+1,284
New +$49K ﹤0.01% 4732
2017
Q4
Sell
-979
Closed -$279K 3345
2017
Q3
$279K Buy
+979
New +$279K ﹤0.01% 2400