Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-62,712
Closed -$416K 1970
2024
Q2
$416K Sell
62,712
-43,079
-41% -$286K ﹤0.01% 1388
2024
Q1
$692K Buy
105,791
+7,773
+8% +$50.8K ﹤0.01% 1359
2023
Q4
$853K Sell
98,018
-14,906
-13% -$130K ﹤0.01% 1354
2023
Q3
$994K Buy
112,924
+107,089
+1,835% +$942K ﹤0.01% 1305
2023
Q2
$54K Buy
5,835
+1,206
+26% +$11.2K ﹤0.01% 1881
2023
Q1
$33.1K Buy
4,629
+997
+27% +$7.12K ﹤0.01% 1925
2022
Q4
$32.9K Buy
3,632
+3,493
+2,513% +$31.6K ﹤0.01% 1748
2022
Q3
$1K Buy
+139
New +$1K ﹤0.01% 1829