Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,457
Closed -$62.8K 55
2024
Q3
$62.8K Hold
3,457
0.05% 42
2024
Q2
$59.3K Sell
3,457
-1,720
-33% -$29.5K 0.05% 47
2024
Q1
$85.4K Sell
5,177
-15,101
-74% -$249K 0.07% 44
2023
Q4
$305K Sell
20,278
-26,726
-57% -$401K 0.24% 43
2023
Q3
$620K Buy
47,004
+6,095
+15% +$80.3K 0.6% 33
2023
Q2
$551K Buy
40,909
+673
+2% +$9.07K 0.56% 35
2023
Q1
$478K Sell
40,236
-88
-0.2% -$1.05K 0.53% 33
2022
Q4
$491K Buy
+40,324
New +$491K 0.56% 32