Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-34,438
Closed -$103K 1960
2024
Q2
$103K Buy
34,438
+7,618
+28% +$22.9K ﹤0.01% 1639
2024
Q1
$127K Buy
+26,820
New +$127K ﹤0.01% 1756
2022
Q3
Sell
-34,014
Closed -$86K 1830
2022
Q2
$86K Buy
34,014
+3,914
+13% +$9.9K ﹤0.01% 1457
2022
Q1
$87K Buy
+30,100
New +$87K ﹤0.01% 1429
2021
Q3
Sell
-30,229
Closed -$222K 1373
2021
Q2
$222K Buy
30,229
+20,229
+202% +$149K 0.02% 808
2021
Q1
$71K Buy
+10,000
New +$71K 0.01% 862