Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-85,448
Closed -$299K 1500
2024
Q3
$299K Buy
85,448
+939
+1% +$3.29K 0.01% 1084
2024
Q2
$279K Buy
84,509
+33,918
+67% +$112K ﹤0.01% 1065
2024
Q1
$186K Buy
+50,591
New +$186K ﹤0.01% 1152
2023
Q3
Sell
-14,086
Closed -$61.3K 1336
2023
Q2
$61.3K Buy
+14,086
New +$61.3K ﹤0.01% 1100
2022
Q3
Sell
-25,092
Closed -$85K 1093
2022
Q2
$85K Buy
+25,092
New +$85K ﹤0.01% 1022
2021
Q4
Sell
-21,463
Closed -$84K 896
2021
Q3
$84K Buy
+21,463
New +$84K 0.01% 795