Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-81,262
Closed -$151K 1249
2024
Q1
$151K Buy
81,262
+47,712
+142% +$88.7K 0.01% 1048
2023
Q4
$63.7K Sell
33,550
-5,921
-15% -$11.3K ﹤0.01% 932
2023
Q3
$52.1K Buy
+39,471
New +$52.1K ﹤0.01% 899
2023
Q1
Sell
-26,644
Closed -$111K 1202
2022
Q4
$111K Buy
26,644
+11,024
+71% +$46.1K 0.01% 923
2022
Q3
$63K Sell
15,620
-4,531
-22% -$18.3K ﹤0.01% 1174
2022
Q2
$228K Buy
+20,151
New +$228K 0.01% 1031
2020
Q4
Sell
-2,700
Closed -$127K 1135
2020
Q3
$127K Buy
+2,700
New +$127K 0.01% 622