Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,518
Closed -$223K 82
2024
Q3
$223K Hold
2,518
0.11% 36
2024
Q2
$190K Hold
2,518
0.11% 36
2024
Q1
$237K Sell
2,518
-160
-6% -$15K 0.14% 35
2023
Q4
$291K Buy
2,678
+160
+6% +$17.4K 0.18% 32
2023
Q3
$241K Hold
2,518
0.16% 32
2023
Q2
$278K Sell
2,518
-59
-2% -$6.51K 0.18% 31
2023
Q1
$316K Buy
2,577
+59
+2% +$7.24K 0.21% 30
2022
Q4
$295K Buy
2,518
+2,453
+3,774% +$287K 0.2% 29
2022
Q3
$5K Buy
+65
New +$5K ﹤0.01% 57
2022
Q2
Sell
-122
Closed -$17K 846
2022
Q1
$17K Buy
+122
New +$17K 0.01% 87
2020
Q1
Sell
-147
Closed -$15K 138
2019
Q4
$15K Buy
+147
New +$15K 0.01% 65