Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,054
Closed -$159K 1340
2024
Q1
$159K Buy
12,054
+2,000
+20% +$26.4K ﹤0.01% 1187
2023
Q4
$197K Sell
10,054
-2,338
-19% -$45.9K ﹤0.01% 1090
2023
Q3
$156K Sell
12,392
-2,419
-16% -$30.4K ﹤0.01% 1072
2023
Q2
$265K Buy
+14,811
New +$265K ﹤0.01% 965
2020
Q4
Sell
-3,237
Closed -$249K 1258
2020
Q3
$249K Sell
3,237
-10,892
-77% -$838K ﹤0.01% 951
2020
Q2
$279K Sell
14,129
-1,447
-9% -$28.6K 0.01% 860
2020
Q1
$157K Sell
15,576
-2,086
-12% -$21K ﹤0.01% 923
2019
Q4
$244K Buy
+17,662
New +$244K 0.01% 947