Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,734
Closed -$209K 119
2024
Q2
$209K Buy
6,734
+1,060
+19% +$32.8K 0.1% 98
2024
Q1
$251K Buy
5,674
+99
+2% +$4.37K 0.13% 82
2023
Q4
$280K Buy
+5,575
New +$280K 0.17% 64
2022
Q3
Sell
-6,021
Closed -$225K 63
2022
Q2
$225K Buy
6,021
+172
+3% +$6.43K 0.2% 65
2022
Q1
$290K Sell
5,849
-5,277
-47% -$262K 0.2% 70
2021
Q4
$573K Buy
+11,126
New +$573K 0.53% 42