Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$45.5K Buy
+10,404
New +$45.5K ﹤0.01% 750
2023
Q4
Sell
-38,026
Closed -$142K 1683
2023
Q3
$142K Sell
38,026
-94,521
-71% -$354K ﹤0.01% 751
2023
Q2
$551K Buy
+132,547
New +$551K ﹤0.01% 358
2023
Q1
Sell
-88,595
Closed -$411K 1747
2022
Q4
$411K Buy
+88,595
New +$411K ﹤0.01% 559
2022
Q3
Sell
-132,547
Closed -$551K 2195
2022
Q2
$551K Buy
+132,547
New +$551K ﹤0.01% 946
2022
Q1
Hold
0
2296
2021
Q4
Hold
0
2252
2021
Q3
Hold
0
2286
2021
Q2
Sell
-75,429
Closed -$299K 2276
2021
Q1
$299K Sell
75,429
-66,852
-47% -$265K ﹤0.01% 1024
2020
Q4
$556K Sell
142,281
-20,250
-12% -$79.1K ﹤0.01% 852
2020
Q3
$635K Sell
162,531
-252,200
-61% -$985K ﹤0.01% 669
2020
Q2
$1.83M Buy
414,731
+412,745
+20,783% +$1.82M 0.01% 292
2020
Q1
$6K Buy
+1,986
New +$6K ﹤0.01% 1101
2019
Q4
Sell
-64,785
Closed -$328K 1432
2019
Q3
$328K Sell
64,785
-16,524
-20% -$83.7K ﹤0.01% 649
2019
Q2
$407K Sell
81,309
-228,088
-74% -$1.14M ﹤0.01% 642
2019
Q1
$1.77M Buy
309,397
+169,119
+121% +$967K 0.01% 278
2018
Q4
$816K Sell
140,278
-128,863
-48% -$750K 0.01% 450
2018
Q3
$1.5M Buy
+269,141
New +$1.5M 0.01% 326