Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$1.29M 306
2024
Q3
$1.29M Buy
3,000
+200
+7% +$86K 0.03% 201
2024
Q2
$1.45M Buy
2,800
+200
+8% +$103K 0.04% 189
2024
Q1
$1.29M Buy
+2,600
New +$1.29M 0.04% 187
2023
Q2
Sell
-881
Closed -$291K 373
2023
Q1
$291K Sell
881
-82
-9% -$27K 0.02% 284
2022
Q4
$334K Buy
963
+567
+143% +$196K 0.02% 271
2022
Q3
$123K Sell
396
-256
-39% -$79.5K 0.01% 350
2022
Q2
$254K Buy
+652
New +$254K 0.01% 333
2022
Q1
Sell
-117
Closed -$66K 535
2021
Q4
$66K Buy
+117
New +$66K ﹤0.01% 458