Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,554
Closed -$95.4K 1224
2024
Q2
$95.4K Sell
11,554
-4,385
-28% -$36.2K ﹤0.01% 1180
2024
Q1
$135K Sell
15,939
-5,545
-26% -$47.1K ﹤0.01% 1163
2023
Q4
$177K Sell
21,484
-1,452
-6% -$12K ﹤0.01% 1142
2023
Q3
$191K Buy
22,936
+6,237
+37% +$52K ﹤0.01% 1086
2023
Q2
$140K Sell
16,699
-5,242
-24% -$43.9K ﹤0.01% 1116
2023
Q1
$179K Buy
21,941
+4,693
+27% +$38.2K ﹤0.01% 1113
2022
Q4
$138K Sell
17,248
-3,189
-16% -$25.5K ﹤0.01% 1097
2022
Q3
$125K Buy
+20,437
New +$125K ﹤0.01% 1107