Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$68.5K Sell
1,580
-1,817
-53% -$78.8K ﹤0.01% 721
2024
Q2
$121K Sell
3,397
-23,846
-88% -$848K ﹤0.01% 706
2024
Q1
$1.47M Sell
27,243
-4,729
-15% -$255K ﹤0.01% 233
2023
Q4
$1.72M Buy
+31,972
New +$1.72M 0.01% 273
2023
Q3
Hold
0
1947
2023
Q2
Sell
-3,427
Closed -$233K 2033
2023
Q1
$233K Sell
3,427
-1,221
-26% -$83K ﹤0.01% 638
2022
Q4
$279K Buy
+4,648
New +$279K ﹤0.01% 675
2022
Q3
Hold
0
2567
2022
Q2
Hold
0
2759
2022
Q1
Sell
-8,157
Closed -$557K 2656
2021
Q4
$557K Buy
+8,157
New +$557K ﹤0.01% 784
2021
Q3
Hold
0
2630
2021
Q2
Hold
0
2610
2021
Q1
Hold
0
2415
2020
Q4
Hold
0
2116