Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-451
Closed -$228K 1466
2024
Q3
$228K Buy
+451
New +$228K ﹤0.01% 1277
2022
Q4
Sell
-905
Closed -$236K 1145
2022
Q3
$236K Sell
905
-222
-20% -$57.9K 0.01% 959
2022
Q2
$318K Sell
1,127
-175
-13% -$49.4K 0.01% 903
2022
Q1
$392K Buy
1,302
+179
+16% +$53.9K 0.01% 899
2021
Q4
$302K Buy
+1,123
New +$302K 0.01% 996
2021
Q3
Sell
-865
Closed -$221K 1196
2021
Q2
$221K Buy
+865
New +$221K 0.01% 1082
2018
Q4
Sell
-110
Closed -$20K 1031
2018
Q3
$20K Buy
+110
New +$20K ﹤0.01% 1867
2018
Q2
Sell
-122
Closed -$18K 1179
2018
Q1
$18K Hold
122
﹤0.01% 2045
2017
Q4
$16K Buy
+122
New +$16K ﹤0.01% 1981