Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1850
2024
Q2
Hold
0
1945
2024
Q1
Hold
0
2075
2023
Q4
Hold
0
2049
2023
Q3
Hold
0
1962
2023
Q2
Hold
0
2045
2023
Q1
Hold
0
2108
2022
Q4
Hold
0
2182
2022
Q3
Sell
-20,231
Closed -$144K 2587
2022
Q2
$144K Buy
20,231
+14,256
+239% +$101K ﹤0.01% 1476
2022
Q1
$43K Sell
5,975
-14,447
-71% -$104K ﹤0.01% 1283
2021
Q4
$109K Sell
20,422
-1,428
-7% -$7.62K ﹤0.01% 1289
2021
Q3
$101K Buy
21,850
+99
+0.5% +$458 ﹤0.01% 1328
2021
Q2
$99K Buy
+21,751
New +$99K ﹤0.01% 1370
2019
Q4
Hold
0
1735
2019
Q3
Hold
0
1809
2019
Q1
Sell
-6,918
Closed -$21K 1896
2018
Q4
$21K Sell
6,918
-10,657
-61% -$32.4K ﹤0.01% 1118
2018
Q3
$112K Buy
+17,575
New +$112K ﹤0.01% 880