Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,955
Closed -$51.2K 1872
2024
Q2
$51.2K Buy
+13,955
New +$51.2K ﹤0.01% 1685
2024
Q1
Sell
-23,298
Closed -$114K 2074
2023
Q4
$114K Buy
+23,298
New +$114K ﹤0.01% 1645
2021
Q3
Sell
-65,400
Closed -$1.02M 1283
2021
Q2
$1.02M Buy
+65,400
New +$1.02M 0.1% 275
2021
Q1
Sell
-36,800
Closed -$643K 1099
2020
Q4
$643K Buy
36,800
+22,811
+163% +$399K 0.11% 289
2020
Q3
$316K Buy
+13,989
New +$316K 0.06% 480