Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,421
Closed -$17K 168
2024
Q2
$17K Buy
1,421
+181
+15% +$2.17K ﹤0.01% 144
2024
Q1
$16K Buy
+1,240
New +$16K ﹤0.01% 138
2023
Q3
$848K Sell
68,309
-153,762
-69% -$1.91M 0.23% 49
2023
Q2
$3.36K Sell
222,071
-7,131
-3% -$108 0.73% 36
2023
Q1
$2.89M Buy
229,202
+161,335
+238% +$2.03M 0.84% 39
2022
Q4
$789K Sell
67,867
-234,365
-78% -$2.72M 0.24% 49
2022
Q3
$3.38M Sell
302,232
-5,313
-2% -$59.5K 0.67% 38
2022
Q2
$3.42M Sell
307,545
-19,715
-6% -$219K 0.99% 36
2022
Q1
$5.53M Buy
+327,260
New +$5.53M 1.27% 35