Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$62.2K Buy
+20,951
New +$62.2K ﹤0.01% 732
2023
Q1
Sell
-25,022
Closed -$86.1K 1183
2022
Q4
$86.1K Sell
25,022
-57,404
-70% -$197K ﹤0.01% 911
2022
Q3
$323K Buy
82,426
+15,106
+22% +$59.2K ﹤0.01% 872
2022
Q2
$329K Sell
67,320
-33,336
-33% -$163K ﹤0.01% 1164
2022
Q1
$815K Buy
+100,656
New +$815K ﹤0.01% 594
2021
Q3
Sell
-46,475
Closed -$922K 1777
2021
Q2
$922K Buy
46,475
+40,769
+714% +$809K ﹤0.01% 676
2021
Q1
$91K Sell
5,706
-34,973
-86% -$558K ﹤0.01% 1301
2020
Q4
$428K Buy
40,679
+27,835
+217% +$293K ﹤0.01% 933
2020
Q3
$117K Buy
+12,844
New +$117K ﹤0.01% 1043
2019
Q2
Sell
-152,701
Closed -$1.21M 1065
2019
Q1
$1.21M Buy
152,701
+136,599
+848% +$1.08M 0.01% 377
2018
Q4
$98K Buy
+16,102
New +$98K ﹤0.01% 969