Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,817
Closed -$126K 682
2023
Q4
$126K Buy
+14,817
New +$126K 0.01% 692
2023
Q3
Sell
-16,990
Closed -$117K 811
2023
Q2
$117K Buy
+16,990
New +$117K 0.01% 706
2022
Q4
Sell
-16,523
Closed -$78K 956
2022
Q3
$78K Sell
16,523
-33,397
-67% -$158K 0.01% 906
2022
Q2
$254K Buy
49,920
+15,624
+46% +$79.5K 0.01% 846
2022
Q1
$215K Buy
+34,296
New +$215K 0.01% 896
2021
Q3
Sell
-59,780
Closed -$276K 1371
2021
Q2
$276K Buy
+59,780
New +$276K 0.01% 1223