Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,922
Closed -$89.8K 2755
2024
Q2
$89.8K Buy
+13,922
New +$89.8K ﹤0.01% 2524
2023
Q1
Sell
-11,093
Closed -$110K 2332
2022
Q4
$110K Sell
11,093
-2,991
-21% -$29.6K ﹤0.01% 2132
2022
Q3
$127K Buy
14,084
+1,693
+14% +$15.3K ﹤0.01% 1950
2022
Q2
$146K Buy
+12,391
New +$146K ﹤0.01% 1942
2021
Q3
Sell
-14,159
Closed -$162K 2192
2021
Q2
$162K Buy
14,159
+491
+4% +$5.62K ﹤0.01% 1908
2021
Q1
$169K Sell
13,668
-957
-7% -$11.8K ﹤0.01% 1763
2020
Q4
$176K Sell
14,625
-2,362
-14% -$28.4K ﹤0.01% 1737
2020
Q3
$176K Buy
+16,987
New +$176K ﹤0.01% 1308