Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$583K Sell
5,805
-715
-11% -$71.8K 0.25% 70
2024
Q3
$594K Sell
6,520
-226
-3% -$20.6K 0.21% 70
2024
Q2
$550K Sell
6,746
-356
-5% -$29K 0.19% 71
2024
Q1
$569K Buy
7,102
+1,285
+22% +$103K 0.2% 70
2023
Q4
$408K Buy
5,817
+1,550
+36% +$109K 0.15% 84
2023
Q3
$271K Buy
4,267
+4,227
+10,568% +$268K 0.12% 117
2023
Q2
$2K Hold
40
﹤0.01% 556
2023
Q1
$3K Sell
40
-65
-62% -$4.88K ﹤0.01% 532
2022
Q4
$7K Buy
+105
New +$7K ﹤0.01% 425
2017
Q3
Sell
-10
Closed -$1K 529
2017
Q2
$1K Buy
+10
New +$1K ﹤0.01% 515