Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,408
Closed -$28.3K 1834
2024
Q2
$28.3K Sell
1,408
-116
-8% -$2.33K ﹤0.01% 821
2024
Q1
$30.2K Buy
+1,524
New +$30.2K ﹤0.01% 838
2023
Q4
Sell
-226,607
Closed -$2.78M 2033
2023
Q3
$2.78M Buy
+226,607
New +$2.78M 0.01% 151
2023
Q2
Hold
0
2038
2023
Q1
Hold
0
2096
2022
Q4
Sell
-39,963
Closed -$248K 2172
2022
Q3
$248K Buy
+39,963
New +$248K ﹤0.01% 944
2022
Q2
Hold
0
2762
2021
Q1
Sell
-2
Closed 2421
2020
Q4
$0 Sell
2
-24
-92% ﹤0.01% 2121
2020
Q3
$0 Sell
26
-530
-95% ﹤0.01% 1946
2020
Q2
$3K Buy
556
+191
+52% +$1.03K ﹤0.01% 1150
2020
Q1
$2K Buy
+365
New +$2K ﹤0.01% 1109
2019
Q4
Sell
-124,485
Closed -$1.15M 1725
2019
Q3
$1.15M Buy
124,485
+119,917
+2,625% +$1.11M 0.01% 383
2019
Q2
$83K Buy
+4,568
New +$83K ﹤0.01% 913
2019
Q1
Hold
0
1885
2018
Q4
Hold
0
1916
2018
Q3
Hold
0
1737