Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,900
Closed -$56.4K 2031
2024
Q2
$56.4K Hold
8,900
﹤0.01% 1785
2024
Q1
$82K Buy
8,900
+3,700
+71% +$34.1K ﹤0.01% 1705
2023
Q4
$66K Sell
5,200
-3,100
-37% -$39.3K ﹤0.01% 1746
2023
Q3
$85K Buy
+8,300
New +$85K ﹤0.01% 1740
2021
Q1
Sell
-2,800
Closed -$193K 2234
2020
Q4
$193K Buy
+2,800
New +$193K ﹤0.01% 1753