Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-593
Closed -$4.13K 4124
2024
Q3
$4.13K Buy
+593
New +$4.13K ﹤0.01% 3910
2024
Q1
Sell
-2,108
Closed -$164K 3953
2023
Q4
$164K Buy
2,108
+1,605
+319% +$125K ﹤0.01% 3748
2023
Q3
$42.6K Sell
503
-2,934
-85% -$249K ﹤0.01% 3842
2023
Q2
$393K Buy
+3,437
New +$393K ﹤0.01% 3519
2022
Q2
Sell
-662
Closed -$146K 3989
2022
Q1
$146K Sell
662
-54
-8% -$11.9K ﹤0.01% 3803
2021
Q4
$272K Buy
+716
New +$272K ﹤0.01% 3702