Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-345
Closed -$3.64K 180
2024
Q3
$3.64K Sell
345
-2,636
-88% -$27.8K ﹤0.01% 406
2024
Q2
$37.4K Buy
+2,981
New +$37.4K 0.01% 203
2023
Q3
Sell
-14,751
Closed -$223K 75
2023
Q2
$223K Sell
14,751
-7,595
-34% -$115K 0.07% 74
2023
Q1
$282K Sell
22,346
-3,866
-15% -$48.7K 0.09% 66
2022
Q4
$305K Sell
26,212
-10,990
-30% -$128K 0.11% 51
2022
Q3
$417K Sell
37,202
-139,800
-79% -$1.57M 0.15% 44
2022
Q2
$1.96M Buy
177,002
+23,673
+15% +$263K 0.72% 25
2022
Q1
$2.59M Buy
153,329
+22,737
+17% +$383K 0.83% 29
2021
Q4
$2.71M Buy
+130,592
New +$2.71M 1.15% 26
2020
Q3
Sell
-3,215
Closed -$19.5K 93
2020
Q2
$19.5K Buy
+3,215
New +$19.5K 0.01% 121