Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,200
Closed -$393K 823
2024
Q3
$393K Sell
7,200
-392
-5% -$21.4K 0.01% 509
2024
Q2
$381K Buy
+7,592
New +$381K 0.01% 504
2023
Q1
Sell
-15,467
Closed -$655K 784
2022
Q4
$655K Buy
+15,467
New +$655K 0.03% 338
2022
Q3
Sell
-6,041
Closed -$210K 753
2022
Q2
$210K Sell
6,041
-2,226
-27% -$77.4K 0.01% 602
2022
Q1
$273K Buy
+8,267
New +$273K 0.01% 568