Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1681
2024
Q2
Hold
0
1762
2024
Q1
Hold
0
1875
2023
Q4
Hold
0
1858
2023
Q3
Hold
0
1765
2023
Q1
Sell
-2,073
Closed -$28.4K 1937
2022
Q4
$28.4K Buy
2,073
+151
+8% +$2.07K ﹤0.01% 1028
2022
Q3
$31K Buy
+1,922
New +$31K ﹤0.01% 1316
2022
Q2
Hold
0
2642
2022
Q1
Sell
-2,607
Closed -$42K 2494
2021
Q4
$42K Sell
2,607
-51,704
-95% -$833K ﹤0.01% 1449
2021
Q3
$1.13M Buy
54,311
+18,879
+53% +$393K ﹤0.01% 618
2021
Q2
$659K Buy
35,432
+14,279
+68% +$266K ﹤0.01% 797
2021
Q1
$333K Sell
21,153
-11,892
-36% -$187K ﹤0.01% 995
2020
Q4
$527K Buy
+33,045
New +$527K ﹤0.01% 863
2019
Q2
Hold
0
1688
2019
Q1
Hold
0
1727
2018
Q4
Hold
0
1773