Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1694
2023
Q4
Hold
0
1875
2023
Q3
Sell
-11,064
Closed -$74K 1780
2023
Q2
$74K Sell
11,064
-6,120
-36% -$40.9K ﹤0.01% 731
2023
Q1
$132K Buy
17,184
+7,677
+81% +$59.1K ﹤0.01% 754
2022
Q4
$80.2K Buy
+9,507
New +$80.2K ﹤0.01% 920
2022
Q3
Sell
-11,064
Closed -$74K 2420
2022
Q2
$74K Sell
11,064
-30,766
-74% -$206K ﹤0.01% 1644
2022
Q1
$210K Buy
41,830
+2,647
+7% +$13.3K ﹤0.01% 995
2021
Q4
$272K Buy
39,183
+14,349
+58% +$99.6K ﹤0.01% 1049
2021
Q3
$222K Buy
+24,834
New +$222K ﹤0.01% 1163
2021
Q2
Sell
-61,925
Closed -$915K 2473
2021
Q1
$915K Buy
61,925
+20,185
+48% +$298K ﹤0.01% 679
2020
Q4
$487K Buy
+41,740
New +$487K ﹤0.01% 893
2020
Q3
Hold
0
1809
2020
Q2
Hold
0
1754
2018
Q4
Hold
0
1786
2018
Q3
Hold
0
1630