Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-104,033
Closed -$1.19M 3548
2024
Q3
$1.19M Buy
104,033
+51,472
+98% +$591K ﹤0.01% 2867
2024
Q2
$525K Sell
52,561
-6,863
-12% -$68.6K ﹤0.01% 3175
2024
Q1
$699K Buy
59,424
+5,624
+10% +$66.2K ﹤0.01% 2903
2023
Q4
$615K Buy
53,800
+21,969
+69% +$251K ﹤0.01% 2994
2023
Q3
$366K Buy
31,831
+12,640
+66% +$145K ﹤0.01% 3162
2023
Q2
$223K Buy
19,191
+6,004
+46% +$69.9K ﹤0.01% 3291
2023
Q1
$157K Buy
+13,187
New +$157K ﹤0.01% 3194