Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-32,636
Closed -$206K 1067
2024
Q2
$206K Buy
32,636
+6,037
+23% +$38K ﹤0.01% 943
2024
Q1
$172K Sell
26,599
-24,103
-48% -$156K ﹤0.01% 1067
2023
Q4
$423K Sell
50,702
-30,015
-37% -$250K 0.01% 725
2023
Q3
$496K Buy
80,717
+35,172
+77% +$216K 0.01% 590
2023
Q2
$341K Buy
+45,545
New +$341K 0.01% 680
2022
Q2
Sell
-11,749
Closed -$136K 797
2022
Q1
$136K Buy
+11,749
New +$136K 0.01% 647
2020
Q4
Sell
-14,972
Closed -$213K 878
2020
Q3
$213K Buy
+14,972
New +$213K 0.01% 630