Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,733
Closed -$96.6K 1598
2024
Q2
$96.6K Buy
+17,733
New +$96.6K ﹤0.01% 1643
2022
Q4
Sell
-1,410
Closed -$29K 1528
2022
Q3
$29K Sell
1,410
-12,410
-90% -$255K ﹤0.01% 1515
2022
Q2
$383K Buy
13,820
+9,870
+250% +$274K 0.02% 961
2022
Q1
$173K Buy
3,950
+2,830
+253% +$124K 0.01% 1336
2021
Q4
$62K Buy
+1,120
New +$62K ﹤0.01% 1288
2021
Q3
Sell
-8,833
Closed -$751K 1066
2021
Q2
$751K Buy
8,833
+2,263
+34% +$192K 0.07% 344
2021
Q1
$520K Sell
6,570
-20
-0.3% -$1.58K 0.05% 390
2020
Q4
$384K Buy
6,590
+5,580
+552% +$325K 0.07% 483
2020
Q3
$34K Buy
+1,010
New +$34K 0.01% 731