Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,138
Closed -$36K 1891
2024
Q1
$36K Hold
1,138
﹤0.01% 1708
2023
Q4
$33K Hold
1,138
﹤0.01% 1769
2023
Q3
$32K Sell
1,138
-1,388
-55% -$39K ﹤0.01% 1756
2023
Q2
$103K Hold
2,526
﹤0.01% 1170
2023
Q1
$125K Sell
2,526
-303
-11% -$15K ﹤0.01% 1133
2022
Q4
$128K Hold
2,829
﹤0.01% 1114
2022
Q3
$123K Hold
2,829
﹤0.01% 1108
2022
Q2
$121K Buy
+2,829
New +$121K ﹤0.01% 1147
2019
Q4
Sell
-7,954
Closed -$628K 1529
2019
Q3
$628K Hold
7,954
﹤0.01% 1018
2019
Q2
$678K Hold
7,954
0.01% 975
2019
Q1
$688K Buy
+7,954
New +$688K 0.01% 990
2014
Q3
Sell
-1,163
Closed -$62K 1319
2014
Q2
$62K Hold
1,163
﹤0.01% 1258
2014
Q1
$66K Hold
1,163
﹤0.01% 1185
2013
Q4
$66K Sell
1,163
-8,601
-88% -$488K ﹤0.01% 1197
2013
Q3
$453K Buy
+9,764
New +$453K 0.01% 832