Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,855
Closed -$14.4K 2714
2024
Q2
$14.4K Hold
25,855
﹤0.01% 2642
2024
Q1
$19.9K Hold
25,855
﹤0.01% 2600
2023
Q4
$30K Hold
25,855
﹤0.01% 2579
2023
Q3
$30.8K Hold
25,855
﹤0.01% 2584
2023
Q2
$39.3K Buy
+25,855
New +$39.3K ﹤0.01% 2628
2022
Q1
Sell
-39,630
Closed -$112K 2611
2021
Q4
$112K Buy
+39,630
New +$112K ﹤0.01% 2531
2018
Q2
Sell
-15
Closed 3677
2018
Q1
$0 Buy
+15
New ﹤0.01% 3545