Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,331
Closed -$326K 2538
2024
Q2
$326K Buy
3,331
+1,372
+70% +$134K ﹤0.01% 2055
2024
Q1
$241K Sell
1,959
-21
-1% -$2.58K ﹤0.01% 2153
2023
Q4
$240K Buy
1,980
+71
+4% +$8.62K ﹤0.01% 1994
2023
Q3
$226K Sell
1,909
-847
-31% -$100K ﹤0.01% 1860
2023
Q2
$362K Buy
2,756
+1,139
+70% +$150K ﹤0.01% 1489
2023
Q1
$219K Sell
1,617
-856
-35% -$116K ﹤0.01% 1780
2022
Q4
$343K Buy
+2,473
New +$343K ﹤0.01% 1644
2022
Q3
Sell
-2,036
Closed -$201K 2101
2022
Q2
$201K Buy
2,036
+544
+36% +$53.7K ﹤0.01% 1890
2022
Q1
$218K Buy
+1,492
New +$218K ﹤0.01% 1796