Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,004
Closed -$22.5K 1969
2024
Q3
$22.5K Buy
+12,004
New +$22.5K ﹤0.01% 1771
2023
Q1
Sell
-12,205
Closed 1421
2022
Q4
$0 Buy
+12,205
New ﹤0.01% 1275
2022
Q2
Sell
-12,205
Closed 1258
2022
Q1
$0 Buy
12,205
+537
+5% ﹤0.01% 1174
2021
Q4
$93K Buy
+11,668
New +$93K ﹤0.01% 982
2020
Q2
Sell
-50,232
Closed -$538K 319
2020
Q1
$538K Sell
50,232
-7,098
-12% -$76K 0.16% 108
2019
Q4
$1.11M Sell
57,330
-4,914
-8% -$95.1K 0.47% 70
2019
Q3
$1.37M Sell
62,244
-2,184
-3% -$47.9K 0.62% 55
2019
Q2
$1.26M Sell
64,428
-3,274
-5% -$64.1K 0.7% 53
2019
Q1
$974K Buy
+67,702
New +$974K 0.66% 56