Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,314
Closed -$30.2K 2413
2024
Q2
$30.2K Sell
12,314
-1,152
-9% -$2.82K ﹤0.01% 2285
2024
Q1
$33.8K Sell
13,466
-150
-1% -$377 ﹤0.01% 2252
2023
Q4
$48.7K Sell
13,616
-853
-6% -$3.05K ﹤0.01% 2162
2023
Q3
$48.9K Sell
14,469
-1,380
-9% -$4.66K ﹤0.01% 1987
2023
Q2
$63.4K Sell
15,849
-3,969
-20% -$15.9K ﹤0.01% 1951
2023
Q1
$154K Sell
19,818
-3,091
-13% -$24.1K ﹤0.01% 1823
2022
Q4
$102 Sell
22,909
-2,099
-8% -$9 ﹤0.01% 1579
2022
Q3
$198K Buy
25,008
+5,365
+27% +$42.5K ﹤0.01% 1684
2022
Q2
$118K Buy
+19,643
New +$118K ﹤0.01% 1932
2022
Q1
Sell
-10,509
Closed -$104K 2129
2021
Q4
$104K Buy
+10,509
New +$104K ﹤0.01% 2013