Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$517 Buy
+1
New +$517 ﹤0.01% 904
2024
Q2
Sell
-9,624
Closed -$5.63M 1713
2024
Q1
$5.63M Buy
9,624
+2,082
+28% +$1.22M 0.01% 68
2023
Q4
$3.31M Buy
7,542
+1,998
+36% +$876K 0.01% 150
2023
Q3
$2.21M Sell
5,544
-171
-3% -$68.2K 0.01% 186
2023
Q2
$1.96M Buy
5,715
+5,713
+285,650% +$1.96M 0.01% 147
2023
Q1
$572 Sell
2
-1,833
-100% -$524K ﹤0.01% 1132
2022
Q4
$385K Buy
+1,835
New +$385K ﹤0.01% 574
2022
Q3
Sell
-8,437
Closed -$2.47M 2358
2022
Q2
$2.47M Buy
+8,437
New +$2.47M ﹤0.01% 371
2022
Q1
Hold
0
2450
2021
Q4
Hold
0
2400
2021
Q3
Hold
0
2426
2021
Q2
Hold
0
2414
2021
Q1
Hold
0
2219
2020
Q4
Sell
-433
Closed -$55K 1962
2020
Q3
$55K Buy
+433
New +$55K ﹤0.01% 1124
2020
Q2
Hold
0
1716
2020
Q1
Hold
0
1655
2019
Q4
Hold
0
1544
2019
Q3
Hold
0
1625
2019
Q2
Hold
0
1661
2019
Q1
Hold
0
1689