Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-53,391
Closed -$87K 2385
2024
Q3
$87K Buy
+53,391
New +$87K ﹤0.01% 2209
2023
Q2
Sell
-86,730
Closed -$126K 2012
2023
Q1
$126K Buy
+86,730
New +$126K ﹤0.01% 1977
2022
Q4
Sell
-631,371
Closed -$1.15M 2325
2022
Q3
$1.15M Sell
631,371
-220,293
-26% -$401K ﹤0.01% 1753
2022
Q2
$1.09M Buy
+851,664
New +$1.09M ﹤0.01% 1838
2021
Q2
Sell
-32,950
Closed -$366K 2108
2021
Q1
$366K Buy
+32,950
New +$366K ﹤0.01% 1752