Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,296
Closed -$260K 1493
2023
Q4
$260K Buy
+15,296
New +$260K ﹤0.01% 648
2023
Q3
Sell
-1,172
Closed -$17.6K 1478
2023
Q2
$17.6K Buy
+1,172
New +$17.6K ﹤0.01% 846
2022
Q3
Sell
-44,438
Closed -$1.04M 2051
2022
Q2
$1.04M Buy
44,438
+42,396
+2,076% +$993K ﹤0.01% 708
2022
Q1
$60K Buy
+2,042
New +$60K ﹤0.01% 1243
2020
Q4
Sell
-3,370
Closed -$90K 1733
2020
Q3
$90K Buy
3,370
+1,695
+101% +$45.3K ﹤0.01% 1078
2020
Q2
$50K Sell
1,675
-4,865
-74% -$145K ﹤0.01% 1041
2020
Q1
$208K Buy
+6,540
New +$208K ﹤0.01% 742
2019
Q3
Sell
-5,587
Closed -$220K 1388
2019
Q2
$220K Buy
+5,587
New +$220K ﹤0.01% 768
2019
Q1
Sell
-8,120
Closed -$283K 1431
2018
Q4
$283K Sell
8,120
-9,627
-54% -$336K ﹤0.01% 737
2018
Q3
$654K Buy
+17,747
New +$654K ﹤0.01% 494