Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.55M Buy
+5,938
New +$1.55M ﹤0.01% 224
2024
Q2
Hold
0
1377
2024
Q1
Sell
-153
Closed -$27.4K 1429
2023
Q4
$27.4K Buy
+153
New +$27.4K ﹤0.01% 917
2023
Q3
Hold
0
1423
2023
Q2
Hold
0
1427
2022
Q3
Hold
0
1979
2022
Q2
Hold
0
2350
2022
Q1
Hold
0
2073
2021
Q4
Hold
0
2035
2021
Q3
Sell
-350
Closed -$49K 2106
2021
Q2
$49K Buy
+350
New +$49K ﹤0.01% 1483
2021
Q1
Sell
-21,309
Closed -$2.82M 1865
2020
Q4
$2.82M Buy
21,309
+15,262
+252% +$2.02M 0.01% 370
2020
Q3
$633K Buy
+6,047
New +$633K ﹤0.01% 671
2020
Q2
Hold
0
1451
2020
Q1
Sell
-23,257
Closed -$2.66M 1402
2019
Q4
$2.66M Buy
+23,257
New +$2.66M 0.01% 207
2019
Q3
Hold
0
1338
2019
Q2
Hold
0
1366
2019
Q1
Sell
-1,135
Closed -$88K 1371
2018
Q4
$88K Sell
1,135
-326
-22% -$25.3K ﹤0.01% 988
2018
Q3
$135K Buy
+1,461
New +$135K ﹤0.01% 849