Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$216K Buy
+12,037
New +$216K ﹤0.01% 595
2024
Q2
Sell
-46,381
Closed -$1.19M 1926
2024
Q1
$1.19M Buy
46,381
+16,107
+53% +$413K ﹤0.01% 265
2023
Q4
$789K Buy
30,274
+3,725
+14% +$97.1K ﹤0.01% 419
2023
Q3
$612K Buy
+26,549
New +$612K ﹤0.01% 435
2023
Q2
Hold
0
2032
2023
Q1
Hold
0
2092
2022
Q4
Hold
0
2168
2022
Q3
Hold
0
2566
2022
Q2
Sell
-10,168
Closed -$306K 2758
2022
Q1
$306K Sell
10,168
-2,211
-18% -$66.5K ﹤0.01% 888
2021
Q4
$356K Buy
+12,379
New +$356K ﹤0.01% 941
2021
Q3
Hold
0
2629