Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12
Closed -$55 1400
2024
Q1
$55 Sell
12
-41,732
-100% -$191K ﹤0.01% 1000
2023
Q4
$153K Buy
+41,744
New +$153K ﹤0.01% 747
2022
Q3
Sell
-30,448
Closed -$118K 2004
2022
Q2
$118K Sell
30,448
-360,362
-92% -$1.4M ﹤0.01% 1547
2022
Q1
$1.75M Sell
390,810
-223,096
-36% -$997K ﹤0.01% 375
2021
Q4
$4.26M Buy
613,906
+174,117
+40% +$1.21M 0.01% 187
2021
Q3
$3.67M Buy
439,789
+384,504
+695% +$3.21M 0.01% 265
2021
Q2
$976K Sell
55,285
-14,910
-21% -$263K ﹤0.01% 647
2021
Q1
$1.37M Buy
70,195
+30,441
+77% +$593K ﹤0.01% 553
2020
Q4
$792K Buy
39,754
+2,680
+7% +$53.4K ﹤0.01% 744
2020
Q3
$888K Buy
+37,074
New +$888K ﹤0.01% 586
2020
Q2
Hold
0
1468
2020
Q1
Hold
0
1417
2019
Q4
Sell
-1,978
Closed -$47K 1301
2019
Q3
$47K Buy
+1,978
New +$47K ﹤0.01% 930
2019
Q1
Hold
0
1398
2018
Q4
Hold
0
1495
2018
Q3
Hold
0
1369