Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
2111
2024
Q1
Hold
0
2318
2022
Q3
Sell
-8,633
Closed -$976K 2656
2022
Q2
$976K Buy
+8,633
New +$976K ﹤0.01% 443
2022
Q1
Sell
-1,422
Closed -$84K 2769
2021
Q4
$84K Sell
1,422
-4,961
-78% -$293K ﹤0.01% 1515
2021
Q3
$544K Buy
6,383
+3,589
+128% +$306K ﹤0.01% 637
2021
Q2
$225K Buy
+2,794
New +$225K ﹤0.01% 1101
2020
Q1
Sell
-3,748
Closed -$126K 1823
2019
Q4
$126K Buy
+3,748
New +$126K ﹤0.01% 974
2013
Q4
Hold
0
1446
2013
Q3
Hold
0
1299
2013
Q2
Hold
0
1175