Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
960
2023
Q1
Sell
-3,627
Closed -$43.2K 1188
2022
Q4
$43.2K Sell
3,627
-1,537
-30% -$18.3K ﹤0.01% 1001
2022
Q3
$55K Buy
+5,164
New +$55K ﹤0.01% 1262
2022
Q2
Hold
0
2083
2022
Q1
Sell
-57,864
Closed -$695K 1677
2021
Q4
$695K Buy
57,864
+15,443
+36% +$185K ﹤0.01% 705
2021
Q3
$492K Buy
42,421
+6,533
+18% +$75.8K ﹤0.01% 932
2021
Q2
$411K Buy
+35,888
New +$411K ﹤0.01% 960