Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$223K Buy
+7,052
New +$223K ﹤0.01% 593
2024
Q2
Hold
0
1566
2024
Q1
Sell
-3,982
Closed -$134K 1645
2023
Q4
$134K Sell
3,982
-1,482
-27% -$49.8K ﹤0.01% 765
2023
Q3
$174K Sell
5,464
-4,170
-43% -$133K ﹤0.01% 723
2023
Q2
$290K Buy
9,634
+3,032
+46% +$91.3K ﹤0.01% 489
2023
Q1
$164K Buy
+6,602
New +$164K ﹤0.01% 715
2022
Q4
Sell
-609
Closed -$21K 1818
2022
Q3
$21K Sell
609
-9,025
-94% -$311K ﹤0.01% 1349
2022
Q2
$290K Sell
9,634
-12,284
-56% -$370K ﹤0.01% 1222
2022
Q1
$898K Buy
21,918
+18,895
+625% +$774K ﹤0.01% 569
2021
Q4
$166K Sell
3,023
-11,444
-79% -$628K ﹤0.01% 1202
2021
Q3
$1.03M Buy
14,467
+11,005
+318% +$782K ﹤0.01% 649
2021
Q2
$207K Buy
+3,462
New +$207K ﹤0.01% 1207