Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,416
Closed -$221K 232
2024
Q3
$221K Sell
1,416
-112
-7% -$17.5K 0.09% 191
2024
Q2
$226K Sell
1,528
-962
-39% -$142K 0.08% 180
2024
Q1
$441K Buy
+2,490
New +$441K 0.11% 132
2023
Q3
Sell
-1,633
Closed -$215K 191
2023
Q2
$215K Sell
1,633
-80
-5% -$10.6K 0.1% 170
2023
Q1
$284K Buy
+1,713
New +$284K 0.11% 136
2022
Q1
Sell
-885
Closed -$205K 241
2021
Q4
$205K Buy
+885
New +$205K 0.1% 221