Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,745
Closed -$19.5K 1582
2024
Q2
$19.5K Hold
11,745
﹤0.01% 1420
2024
Q1
$29K Hold
11,745
﹤0.01% 1424
2023
Q4
$27K Buy
+11,745
New +$27K ﹤0.01% 1369
2021
Q2
Sell
-32,590
Closed -$741K 1563
2021
Q1
$741K Buy
+32,590
New +$741K 0.01% 810
2019
Q2
Sell
-3,848
Closed -$252K 1383
2019
Q1
$252K Buy
3,848
+179
+5% +$11.7K 0.01% 1113
2018
Q4
$259K Buy
3,669
+1,980
+117% +$140K 0.01% 1006
2018
Q3
$242K Buy
+1,689
New +$242K 0.01% 1149