Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-910
Closed -$273K 86
2024
Q2
$273K Buy
+910
New +$273K 0.63% 25
2023
Q4
Sell
-130
Closed -$34.4K 81
2023
Q3
$34.4K Sell
130
-5,310
-98% -$1.41M 0.16% 47
2023
Q2
$1.35M Buy
+5,440
New +$1.35M 3.04% 7
2023
Q1
Sell
-60
Closed -$10.4K 76
2022
Q4
$10.4K Buy
60
+39
+186% +$6.76K 0.03% 76
2022
Q3
$3K Sell
21
-650
-97% -$92.9K ﹤0.01% 158
2022
Q2
$174K Sell
671
-1,031
-61% -$267K 0.03% 43
2022
Q1
$394K Buy
1,702
+1,289
+312% +$298K 0.09% 35
2021
Q4
$107K Sell
413
-1,509
-79% -$391K 0.04% 50
2021
Q3
$421K Buy
1,922
+1,210
+170% +$265K 0.12% 34
2021
Q2
$212K Sell
712
-367
-34% -$109K 0.04% 54
2021
Q1
$306K Buy
1,079
+856
+384% +$243K 0.06% 24
2020
Q4
$58K Buy
223
+43
+24% +$11.2K 0.01% 60
2020
Q3
$45K Buy
+180
New +$45K 0.01% 66