Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,566
Closed -$37K 1605
2024
Q2
$37K Sell
18,566
-26,496
-59% -$52.8K ﹤0.01% 946
2024
Q1
$105K Buy
45,062
+32,864
+269% +$76.6K 0.01% 917
2023
Q4
$29K Buy
+12,198
New +$29K ﹤0.01% 1259
2023
Q1
Sell
-11,926
Closed -$21K 1768
2022
Q4
$21K Buy
+11,926
New +$21K ﹤0.01% 1264
2021
Q4
Sell
-16,904
Closed -$65K 1926
2021
Q3
$65K Sell
16,904
-31,563
-65% -$121K 0.01% 1230
2021
Q2
$188K Sell
48,467
-50,743
-51% -$197K 0.02% 1020
2021
Q1
$305K Buy
+99,210
New +$305K 0.02% 809
2019
Q1
Sell
-18,872
Closed -$35K 1602
2018
Q4
$35K Sell
18,872
-29,844
-61% -$55.3K ﹤0.01% 1302
2018
Q3
$180K Buy
+48,716
New +$180K 0.01% 1094