Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$324K Buy
+2,170
New +$324K ﹤0.01% 525
2024
Q2
Hold
0
1441
2024
Q1
Hold
0
1488
2023
Q4
Hold
0
1548
2023
Q3
Hold
0
1471
2023
Q2
Hold
0
1486
2023
Q1
Sell
-4,691
Closed -$380K 1617
2022
Q4
$380K Buy
+4,691
New +$380K ﹤0.01% 576
2022
Q3
Hold
0
2044
2022
Q2
Hold
0
2400
2022
Q1
Sell
-725
Closed -$74K 2139
2021
Q4
$74K Sell
725
-299
-29% -$30.5K ﹤0.01% 1352
2021
Q3
$88K Buy
+1,024
New +$88K ﹤0.01% 1352
2021
Q2
Hold
0
2167
2021
Q1
Hold
0
1931
2020
Q4
Hold
0
1728
2020
Q3
Hold
0
1549
2020
Q2
Hold
0
1496
2019
Q4
Hold
0
1324
2019
Q3
Hold
0
1383
2019
Q2
Sell
-4,660
Closed -$270K 1412
2019
Q1
$270K Buy
4,660
+1,373
+42% +$79.6K ﹤0.01% 698
2018
Q4
$159K Sell
3,287
-4,448
-58% -$215K ﹤0.01% 868
2018
Q3
$474K Buy
+7,735
New +$474K ﹤0.01% 563