Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,837
Closed -$841K 682
2024
Q3
$841K Buy
35,837
+21,972
+158% +$515K 0.32% 74
2024
Q2
$429K Buy
+13,865
New +$429K 0.18% 200
2023
Q3
Sell
-6,304
Closed -$211K 494
2023
Q2
$211K Buy
+6,304
New +$211K 0.11% 375
2023
Q1
Sell
-23,477
Closed -$620K 500
2022
Q4
$620K Buy
23,477
+13,625
+138% +$360K 0.43% 56
2022
Q3
$254K Buy
+9,852
New +$254K 0.26% 176
2021
Q2
Sell
-12,877
Closed -$824K 745
2021
Q1
$824K Buy
+12,877
New +$824K 0.26% 91