Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$36.7K Sell
5,306
-21,557
-80% -$149K ﹤0.01% 760
2024
Q2
$144K Buy
+26,863
New +$144K ﹤0.01% 678
2023
Q4
Hold
0
2032
2023
Q3
Hold
0
1952
2023
Q2
Sell
-4,815
Closed -$46.3K 2037
2023
Q1
$46.3K Buy
+4,815
New +$46.3K ﹤0.01% 903
2022
Q3
Sell
-88,429
Closed -$423K 2574
2022
Q2
$423K Sell
88,429
-24,041
-21% -$115K ﹤0.01% 1056
2022
Q1
$775K Buy
112,470
+59,459
+112% +$410K ﹤0.01% 613
2021
Q4
$526K Buy
+53,011
New +$526K ﹤0.01% 801
2021
Q3
Sell
-33,504
Closed -$479K 2634
2021
Q2
$479K Buy
+33,504
New +$479K ﹤0.01% 904
2021
Q1
Sell
-42,744
Closed -$672K 2420
2020
Q4
$672K Buy
+42,744
New +$672K ﹤0.01% 797
2020
Q3
Hold
0
1945
2020
Q2
Hold
0
1876
2019
Q4
Hold
0
1723
2019
Q3
Hold
0
1796
2019
Q2
Sell
-19,632
Closed -$429K 1828
2019
Q1
$429K Buy
19,632
+11,314
+136% +$247K ﹤0.01% 618
2018
Q4
$124K Sell
8,318
-28,886
-78% -$431K ﹤0.01% 926
2018
Q3
$882K Buy
+37,204
New +$882K ﹤0.01% 426