Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.07M Sell
69,274
-13,939
-17% -$215K ﹤0.01% 290
2024
Q2
$1.17M Buy
+83,213
New +$1.17M ﹤0.01% 283
2024
Q1
Hold
0
1706
2023
Q4
Hold
0
1725
2023
Q3
Sell
-121
Closed -$2.4K 1634
2023
Q2
$2.4K Buy
+121
New +$2.4K ﹤0.01% 901
2022
Q3
Sell
-121
Closed -$2.4K 2236
2022
Q2
$2.4K Buy
+121
New +$2.4K ﹤0.01% 1981
2022
Q1
Hold
0
2336
2021
Q4
Sell
-19,032
Closed -$168K 2290
2021
Q3
$168K Buy
+19,032
New +$168K ﹤0.01% 1235