Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,164
Closed -$375K 665
2024
Q3
$375K Buy
+3,164
New +$375K 0.18% 123
2023
Q2
Sell
-30,568
Closed -$734K 509
2023
Q1
$734K Buy
30,568
+14,221
+87% +$341K 0.51% 22
2022
Q4
$379K Buy
+16,347
New +$379K 0.31% 91
2022
Q3
Sell
-8,859
Closed -$202K 378
2022
Q2
$202K Sell
8,859
-54,320
-86% -$1.24M 0.19% 231
2022
Q1
$1.47M Buy
63,179
+7,053
+13% +$164K 0.64% 10
2021
Q4
$1.28M Buy
+56,126
New +$1.28M 0.57% 15