Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,089
Closed -$222K 1188
2024
Q3
$222K Buy
16,089
+2,867
+22% +$39.6K 0.01% 760
2024
Q2
$184K Hold
13,222
﹤0.01% 870
2024
Q1
$144K Buy
13,222
+46
+0.3% +$501 ﹤0.01% 831
2023
Q4
$159K Hold
13,176
﹤0.01% 744
2023
Q3
$105K Buy
13,176
+2,859
+28% +$22.7K ﹤0.01% 715
2023
Q2
$43K Hold
10,317
﹤0.01% 727
2023
Q1
$40.9K Hold
10,317
﹤0.01% 614
2022
Q4
$46.6K Hold
10,317
﹤0.01% 661
2022
Q3
$44K Buy
+10,317
New +$44K ﹤0.01% 543
2020
Q4
Sell
-19,485
Closed -$42K 236
2020
Q3
$42K Buy
19,485
+5,082
+35% +$11K ﹤0.01% 217
2020
Q2
$38K Sell
14,403
-15,000
-51% -$39.6K ﹤0.01% 212
2020
Q1
$62K Buy
+29,403
New +$62K 0.01% 215