Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1281
2024
Q2
Hold
0
1331
2024
Q1
Hold
0
1385
2023
Q4
Hold
0
1447
2023
Q3
Hold
0
1382
2023
Q2
Hold
0
1386
2023
Q1
Hold
0
1524
2022
Q4
Sell
-1,898
Closed -$113K 1608
2022
Q3
$113K Sell
1,898
-147
-7% -$8.75K ﹤0.01% 1133
2022
Q2
$128K Buy
+2,045
New +$128K ﹤0.01% 1514
2022
Q1
Hold
0
2026
2021
Q4
Sell
-626
Closed -$40K 1996
2021
Q3
$40K Sell
626
-2,796
-82% -$179K ﹤0.01% 1507
2021
Q2
$207K Buy
+3,422
New +$207K ﹤0.01% 1205
2021
Q1
Hold
0
1825
2020
Q4
Hold
0
1654
2020
Q3
Sell
-3,707
Closed -$128K 1477
2020
Q2
$128K Buy
3,707
+219
+6% +$7.56K ﹤0.01% 916
2020
Q1
$108K Buy
3,488
+1,637
+88% +$50.7K ﹤0.01% 883
2019
Q4
$82K Sell
1,851
-617
-25% -$27.3K ﹤0.01% 851
2019
Q3
$94K Sell
2,468
-4,768
-66% -$182K ﹤0.01% 869
2019
Q2
$236K Buy
7,236
+2,847
+65% +$92.9K ﹤0.01% 750
2019
Q1
$181K Buy
4,389
+843
+24% +$34.8K ﹤0.01% 783
2018
Q4
$132K Buy
+3,546
New +$132K ﹤0.01% 912
2018
Q3
Hold
0
1329