Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,836
Closed -$89K 31
2024
Q3
$89K Hold
12,836
0.01% 30
2024
Q2
$76.9K Sell
12,836
-24,139
-65% -$145K ﹤0.01% 29
2024
Q1
$176K Buy
36,975
+15,620
+73% +$74.4K 0.01% 24
2023
Q4
$141K Sell
21,355
-4,979
-19% -$32.8K 0.01% 27
2023
Q3
$245K Buy
26,334
+3,500
+15% +$32.5K 0.02% 23
2023
Q2
$279K Sell
22,834
-4,400
-16% -$53.7K 0.02% 24
2023
Q1
$278K Buy
27,234
+5,950
+28% +$60.7K 0.02% 22
2022
Q4
$197K Sell
21,284
-3,600
-14% -$33.4K 0.01% 20
2022
Q3
$230K Hold
24,884
0.02% 22
2022
Q2
$153K Buy
24,884
+4,134
+20% +$25.4K 0.01% 27
2022
Q1
$272K Buy
+20,750
New +$272K 0.01% 25