Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,360
Closed -$401K 269
2024
Q3
$401K Sell
34,360
-29,045
-46% -$339K 0.11% 175
2024
Q2
$708K Buy
63,405
+11,522
+22% +$129K 0.2% 105
2024
Q1
$632K Buy
+51,883
New +$632K 0.18% 141
2022
Q3
Sell
-72,336
Closed -$1.06M 290
2022
Q2
$1.06M Sell
72,336
-19,781
-21% -$289K 0.28% 82
2022
Q1
$1.84M Buy
92,117
+7,229
+9% +$144K 0.4% 53
2021
Q4
$1.19M Buy
+84,888
New +$1.19M 0.2% 96