Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-53,314
Closed -$148K 626
2023
Q4
$148K Buy
53,314
+11,273
+27% +$31.3K 0.01% 678
2023
Q3
$86.2K Sell
42,041
-19,612
-32% -$40.2K 0.01% 724
2023
Q2
$117K Buy
+61,653
New +$117K 0.01% 705
2022
Q4
Sell
-30,042
Closed -$70K 921
2022
Q3
$70K Sell
30,042
-68,949
-70% -$161K ﹤0.01% 911
2022
Q2
$253K Buy
98,991
+44,614
+82% +$114K 0.01% 850
2022
Q1
$216K Buy
+54,377
New +$216K 0.01% 893
2021
Q3
Sell
-54,826
Closed -$300K 1343
2021
Q2
$300K Buy
+54,826
New +$300K 0.02% 1181