Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,796
Closed -$41.5K 1141
2024
Q2
$41.5K Buy
+10,796
New +$41.5K ﹤0.01% 1071
2023
Q2
Sell
-12,209
Closed -$59.9K 1045
2023
Q1
$59.9K Buy
+12,209
New +$59.9K ﹤0.01% 956
2021
Q2
Sell
-17,429
Closed -$69K 839
2021
Q1
$69K Sell
17,429
-5,599
-24% -$22.2K ﹤0.01% 759
2020
Q4
$90K Buy
23,028
+400
+2% +$1.56K 0.01% 723
2020
Q3
$88K Buy
22,628
+224
+1% +$871 0.01% 658
2020
Q2
$99K Buy
22,404
+11,257
+101% +$49.7K 0.01% 632
2020
Q1
$35K Buy
+11,147
New +$35K ﹤0.01% 551
2019
Q4
Sell
-11,717
Closed -$59K 606
2019
Q3
$59K Sell
11,717
-2,088
-15% -$10.5K 0.01% 534
2019
Q2
$69K Buy
13,805
+554
+4% +$2.77K 0.01% 557
2019
Q1
$76K Hold
13,251
0.01% 472
2018
Q4
$77K Buy
13,251
+1,236
+10% +$7.18K 0.02% 424
2018
Q3
$67K Hold
12,015
0.01% 470
2018
Q2
$69K Buy
+12,015
New +$69K 0.02% 414