Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,842
Closed -$29.5K 1459
2024
Q1
$29.5K Sell
11,842
-12,660
-52% -$31.6K ﹤0.01% 1167
2023
Q4
$50K Sell
24,502
-54,911
-69% -$112K ﹤0.01% 1101
2023
Q3
$168K Buy
+79,413
New +$168K ﹤0.01% 879
2021
Q3
Sell
-118,121
Closed -$285K 973
2021
Q2
$285K Buy
+118,121
New +$285K 0.01% 687
2018
Q4
Sell
-26,395
Closed -$138K 631
2018
Q3
$138K Buy
+26,395
New +$138K 0.01% 544