Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,369
Closed -$26K 1688
2024
Q2
$26K Buy
+17,369
New +$26K ﹤0.01% 1001
2023
Q1
Sell
-8,729
Closed -$14K 1858
2022
Q4
$14K Buy
+8,729
New +$14K ﹤0.01% 1331
2021
Q4
Sell
-12,478
Closed -$162K 2004
2021
Q3
$162K Buy
12,478
+8,481
+212% +$110K 0.01% 978
2021
Q2
$94K Buy
+3,997
New +$94K 0.01% 1219
2020
Q3
Sell
-5,540
Closed -$16K 1338
2020
Q2
$16K Buy
+5,540
New +$16K ﹤0.01% 1155