Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-45
Closed -$3.02K 510
2024
Q3
$3.02K Sell
45
-191
-81% -$12.8K ﹤0.01% 465
2024
Q2
$26.8K Sell
236
-348
-60% -$39.5K 0.01% 308
2024
Q1
$81K Sell
584
-24
-4% -$3.33K 0.04% 210
2023
Q4
$75.4K Sell
608
-1,757
-74% -$218K 0.04% 207
2023
Q3
$221K Buy
2,365
+901
+62% +$84.1K 0.13% 146
2023
Q2
$188K Buy
1,464
+253
+21% +$32.5K 0.11% 153
2023
Q1
$141K Buy
1,211
+345
+40% +$40.1K 0.09% 162
2022
Q4
$98.1K Buy
+866
New +$98.1K 0.06% 174
2021
Q1
Sell
-8
Closed -$1K 396
2020
Q4
$1K Buy
+8
New +$1K ﹤0.01% 406