Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,826
Closed -$81K 1903
2024
Q1
$81K Sell
1,826
-8,683
-83% -$385K ﹤0.01% 1239
2023
Q4
$484K Buy
10,509
+794
+8% +$36.6K ﹤0.01% 748
2023
Q3
$417K Buy
9,715
+782
+9% +$33.6K ﹤0.01% 753
2023
Q2
$427K Buy
8,933
+4,277
+92% +$204K ﹤0.01% 782
2023
Q1
$227K Buy
4,656
+505
+12% +$24.6K ﹤0.01% 930
2022
Q4
$220K Sell
4,151
-4,374
-51% -$232K ﹤0.01% 943
2022
Q3
$374K Buy
8,525
+1,707
+25% +$74.9K ﹤0.01% 814
2022
Q2
$341K Buy
6,818
+3,587
+111% +$179K ﹤0.01% 836
2022
Q1
$168K Buy
3,231
+949
+42% +$49.3K ﹤0.01% 1081
2021
Q4
$135K Buy
+2,282
New +$135K ﹤0.01% 1134