Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,600
Closed -$1.56M 300
2024
Q3
$1.56M Buy
9,600
+900
+10% +$147K 0.04% 184
2024
Q2
$1.19M Buy
8,700
+600
+7% +$81.9K 0.03% 202
2024
Q1
$1.24M Buy
+8,100
New +$1.24M 0.04% 190
2023
Q2
Sell
-1,113
Closed -$176K 355
2023
Q1
$176K Sell
1,113
-184
-14% -$29.1K 0.01% 334
2022
Q4
$182K Sell
1,297
-98
-7% -$13.8K 0.01% 332
2022
Q3
$179K Sell
1,395
-859
-38% -$110K 0.01% 306
2022
Q2
$318K Buy
+2,254
New +$318K 0.02% 296
2022
Q1
Sell
-238
Closed -$41K 532
2021
Q4
$41K Buy
+238
New +$41K ﹤0.01% 487