Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,157
Closed -$51.5K 3504
2024
Q3
$51.5K Sell
12,157
-679
-5% -$2.88K ﹤0.01% 3189
2024
Q2
$51.7K Sell
12,836
-3,258
-20% -$13.1K ﹤0.01% 3053
2024
Q1
$80.1K Buy
16,094
+3,780
+31% +$18.8K ﹤0.01% 2969
2023
Q4
$57.9K Buy
+12,314
New +$57.9K ﹤0.01% 2928
2023
Q1
Sell
-46,700
Closed -$72K 2878
2022
Q4
$72K Hold
46,700
﹤0.01% 2572
2022
Q3
$72K Buy
+46,700
New +$72K ﹤0.01% 2266
2021
Q3
Sell
-119,489
Closed -$203K 1015
2021
Q2
$203K Buy
119,489
+19,144
+19% +$32.5K ﹤0.01% 910
2021
Q1
$209K Buy
+100,345
New +$209K ﹤0.01% 852
2020
Q3
Sell
-109,537
Closed -$273K 744
2020
Q2
$273K Buy
109,537
+220
+0.2% +$548 ﹤0.01% 693
2020
Q1
$232K Buy
109,317
+64,195
+142% +$136K ﹤0.01% 684
2019
Q4
$202K Buy
+45,122
New +$202K ﹤0.01% 698
2019
Q3
Sell
-22,400
Closed -$53K 1006
2019
Q2
$53K Buy
22,400
+6,900
+45% +$16.3K ﹤0.01% 1093
2019
Q1
$114K Hold
15,500
﹤0.01% 994
2018
Q4
$117K Buy
+15,500
New +$117K ﹤0.01% 803