Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,654
Closed -$209K 1597
2024
Q2
$209K Buy
+12,654
New +$209K ﹤0.01% 802
2023
Q3
Hold
0
2055
2023
Q2
Hold
0
1944
2023
Q1
Hold
0
2013
2022
Q4
Hold
0
2116
2022
Q3
Hold
0
2247
2022
Q2
Hold
0
2272
2022
Q1
Sell
-7,457
Closed -$283K 2330
2021
Q4
$283K Buy
+7,457
New +$283K ﹤0.01% 1058
2021
Q3
Hold
0
2122
2021
Q2
Sell
-7,080
Closed -$250K 2037
2021
Q1
$250K Sell
7,080
-7,580
-52% -$268K ﹤0.01% 962
2020
Q4
$439K Buy
+14,660
New +$439K ﹤0.01% 652
2020
Q3
Hold
0
1492