Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,489
Closed -$83.4K 666
2024
Q1
$83.4K Sell
12,489
-545
-4% -$3.64K 0.01% 576
2023
Q4
$92.4K Sell
13,034
-3,704
-22% -$26.3K 0.01% 713
2023
Q3
$101K Sell
16,738
-305
-2% -$1.84K 0.01% 718
2023
Q2
$116K Sell
17,043
-2,544
-13% -$17.3K 0.01% 707
2023
Q1
$136K Sell
19,587
-11,455
-37% -$79.6K 0.01% 919
2022
Q4
$213K Sell
31,042
-7,755
-20% -$53.1K 0.01% 859
2022
Q3
$242K Buy
+38,797
New +$242K 0.02% 850
2019
Q4
Sell
-107,268
Closed -$617K 1675
2019
Q3
$617K Buy
107,268
+44,490
+71% +$256K 0.01% 1013
2019
Q2
$735K Buy
62,778
+8,686
+16% +$102K 0.01% 517
2019
Q1
$592K Buy
+54,092
New +$592K 0.01% 512