Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,064
Closed -$23.5K 2507
2024
Q2
$23.5K Sell
14,064
-57,024
-80% -$95.2K ﹤0.01% 2240
2024
Q1
$132K Buy
+71,088
New +$132K ﹤0.01% 2001
2022
Q3
Sell
-104,478
Closed -$1.18M 2796
2022
Q2
$1.18M Buy
+104,478
New +$1.18M ﹤0.01% 1801
2022
Q1
Sell
-12,820
Closed -$606K 2916
2021
Q4
$606K Buy
+12,820
New +$606K ﹤0.01% 2083
2021
Q2
Sell
-53,596
Closed -$2.6M 2292
2021
Q1
$2.6M Sell
53,596
-97,289
-64% -$4.72M 0.01% 1034
2020
Q4
$7.11M Buy
150,885
+76,288
+102% +$3.6M 0.04% 416
2020
Q3
$3.51M Buy
+74,597
New +$3.51M 0.02% 604