Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
3898
2023
Q4
Sell
-11,823
Closed -$179K 3824
2023
Q3
$179K Buy
11,823
+111
+0.9% +$1.68K ﹤0.01% 1667
2023
Q2
$308K Buy
11,712
+1,164
+11% +$30.6K ﹤0.01% 1442
2023
Q1
$219K Buy
10,548
+2,037
+24% +$42.2K ﹤0.01% 1505
2022
Q4
$87.7K Buy
+8,511
New +$87.7K ﹤0.01% 1493
2021
Q4
Sell
-11,638
Closed -$134K 1668
2021
Q3
$134K Sell
11,638
-5,278
-31% -$60.8K ﹤0.01% 1082
2021
Q2
$284K Buy
16,916
+6,841
+68% +$115K 0.01% 927
2021
Q1
$119K Sell
10,075
-350
-3% -$4.13K ﹤0.01% 979
2020
Q4
$68K Hold
10,425
﹤0.01% 948
2020
Q3
$47K Hold
10,425
﹤0.01% 899
2020
Q2
$35K Buy
+10,425
New +$35K ﹤0.01% 841
2020
Q1
Sell
-10,425
Closed -$62K 835
2019
Q4
$62K Hold
10,425
﹤0.01% 794
2019
Q3
$50K Buy
+10,425
New +$50K ﹤0.01% 798