Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,420
Closed -$128K 2628
2024
Q3
$128K Buy
17,420
+2,296
+15% +$16.9K ﹤0.01% 1086
2024
Q2
$196K Buy
15,124
+1,286
+9% +$16.7K ﹤0.01% 716
2024
Q1
$179K Buy
13,838
+8,545
+161% +$111K ﹤0.01% 543
2023
Q4
$101K Sell
5,293
-63
-1% -$1.2K ﹤0.01% 672
2023
Q3
$84K Buy
5,356
+5,136
+2,335% +$80.6K ﹤0.01% 671
2023
Q2
$4K Buy
+220
New +$4K ﹤0.01% 1588
2023
Q1
Sell
-39
Closed 2424
2022
Q4
$0 Buy
39
+6
+18% ﹤0.01% 2319
2022
Q3
$0 Buy
+33
New ﹤0.01% 2171