Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,060
Closed -$15K 4950
2024
Q1
$15K Buy
5,060
+166
+3% +$491 ﹤0.01% 4793
2023
Q4
$19.7K Sell
4,894
-1,840
-27% -$7.4K ﹤0.01% 4666
2023
Q3
$17.9K Sell
6,734
-596
-8% -$1.59K ﹤0.01% 4554
2023
Q2
$27.5K Hold
7,330
﹤0.01% 4434
2023
Q1
$36.1K Hold
7,330
﹤0.01% 4322
2022
Q4
$47.9K Hold
7,330
﹤0.01% 4240
2022
Q3
$59K Hold
7,330
﹤0.01% 4175
2022
Q2
$52K Hold
7,330
﹤0.01% 4198
2022
Q1
$91K Buy
7,330
+1,283
+21% +$15.9K ﹤0.01% 3979
2021
Q4
$72K Buy
6,047
+1,521
+34% +$18.1K ﹤0.01% 4173
2021
Q3
$62K Buy
4,526
+2,643
+140% +$36.2K ﹤0.01% 4177
2021
Q2
$33K Sell
1,883
-209
-10% -$3.66K ﹤0.01% 4148
2021
Q1
$51K Buy
+2,092
New +$51K ﹤0.01% 3967
2014
Q3
Sell
-1,333
Closed -$38K 2728
2014
Q2
$38K Sell
1,333
-84
-6% -$2.4K ﹤0.01% 2637
2014
Q1
$57K Buy
+1,417
New +$57K ﹤0.01% 2585