Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-76,156
Closed -$120K 1641
2023
Q4
$120K Buy
+76,156
New +$120K 0.01% 987
2022
Q4
Sell
-13,339
Closed -$30K 1804
2022
Q3
$30K Buy
+13,339
New +$30K ﹤0.01% 1318
2022
Q2
Sell
-11,625
Closed -$56K 1755
2022
Q1
$56K Sell
11,625
-15,096
-56% -$72.7K ﹤0.01% 1101
2021
Q4
$246K Buy
26,721
+844
+3% +$7.77K 0.03% 736
2021
Q3
$385K Buy
+25,877
New +$385K 0.03% 585
2021
Q2
Sell
-10,474
Closed -$191K 1699
2021
Q1
$191K Sell
10,474
-20,620
-66% -$376K 0.01% 1108
2020
Q4
$631K Buy
+31,094
New +$631K 0.07% 373