Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$972K Buy
4,924
+55
+1% +$10.9K 0.42% 52
2024
Q3
$846K Sell
4,869
-265
-5% -$46K 0.29% 57
2024
Q2
$892K Sell
5,134
-116
-2% -$20.2K 0.31% 51
2024
Q1
$714K Buy
5,250
+1,020
+24% +$139K 0.25% 58
2023
Q4
$440K Buy
4,230
+549
+15% +$57.1K 0.17% 78
2023
Q3
$320K Buy
+3,681
New +$320K 0.14% 90
2022
Q4
Sell
-15
Closed -$1K 718
2022
Q3
$1K Sell
15
-10
-40% -$667 ﹤0.01% 662
2022
Q2
$2K Buy
+25
New +$2K ﹤0.01% 554
2020
Q2
Sell
-29
Closed -$1K 618
2020
Q1
$1K Hold
29
﹤0.01% 542
2019
Q4
$2K Buy
+29
New +$2K ﹤0.01% 454