Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,106
Closed -$66.7K 1990
2024
Q2
$66.7K Sell
11,106
-30,943
-74% -$186K ﹤0.01% 1838
2024
Q1
$300K Sell
42,049
-9,182
-18% -$65.6K ﹤0.01% 1803
2023
Q4
$404K Buy
+51,231
New +$404K ﹤0.01% 1620
2023
Q3
Sell
-33,900
Closed -$275K 1715
2023
Q2
$275K Buy
+33,900
New +$275K ﹤0.01% 1703
2022
Q1
Sell
-29,450
Closed -$511K 2133
2021
Q4
$511K Sell
29,450
-970
-3% -$16.8K ﹤0.01% 1513
2021
Q3
$607K Buy
30,420
+15,600
+105% +$311K ﹤0.01% 1477
2021
Q2
$526K Buy
+14,820
New +$526K ﹤0.01% 1539