Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,358
Closed -$153K 1673
2024
Q3
$153K Sell
13,358
-352
-3% -$4.04K ﹤0.01% 1434
2024
Q2
$137K Buy
+13,710
New +$137K ﹤0.01% 1371
2023
Q3
Sell
-23,812
Closed -$277K 1482
2023
Q2
$277K Sell
23,812
-62,469
-72% -$727K 0.01% 1183
2023
Q1
$1.03M Buy
86,281
+65,497
+315% +$781K 0.02% 685
2022
Q4
$205K Buy
+20,784
New +$205K ﹤0.01% 1221
2022
Q3
Sell
-29,870
Closed -$352K 1479
2022
Q2
$352K Buy
+29,870
New +$352K 0.01% 1045
2021
Q3
Sell
-31,353
Closed -$359K 1594
2021
Q2
$359K Buy
31,353
+4,153
+15% +$47.6K 0.01% 1166
2021
Q1
$335K Buy
+27,200
New +$335K 0.01% 1123