Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,370
Closed -$13.6K 6547
2024
Q1
$13.6K Sell
18,370
-106,925
-85% -$79.3K ﹤0.01% 5559
2023
Q4
$84.1K Sell
125,295
-1,519
-1% -$1.02K ﹤0.01% 5308
2023
Q3
$152K Buy
126,814
+38,769
+44% +$46.5K ﹤0.01% 4507
2023
Q2
$145K Buy
+88,045
New +$145K ﹤0.01% 4681
2022
Q1
Sell
-18,120
Closed -$18K 6196
2021
Q4
$18K Buy
+18,120
New +$18K ﹤0.01% 5114
2021
Q3
Sell
-11,609
Closed -$28K 5901
2021
Q2
$28K Sell
11,609
-36,854
-76% -$88.9K ﹤0.01% 5033
2021
Q1
$168K Buy
+48,463
New +$168K ﹤0.01% 4373
2020
Q3
Sell
-18,013
Closed -$22K 4425
2020
Q2
$22K Buy
+18,013
New +$22K ﹤0.01% 3867
2019
Q4
Sell
-19,345
Closed -$58K 3879
2019
Q3
$58K Sell
19,345
-23,615
-55% -$70.8K ﹤0.01% 3237
2019
Q2
$139K Buy
+42,960
New +$139K ﹤0.01% 3207
2016
Q1
Sell
-21,368
Closed -$341K 3032
2015
Q4
$341K Buy
+21,368
New +$341K ﹤0.01% 1869
2015
Q3
Sell
-18,803
Closed -$339K 2908
2015
Q2
$339K Buy
+18,803
New +$339K ﹤0.01% 1797
2014
Q4
Sell
-14,612
Closed -$251K 2379
2014
Q3
$251K Buy
+14,612
New +$251K ﹤0.01% 1702