Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-51,227
Closed -$50.8K 408
2024
Q3
$50.8K Buy
51,227
+2,815
+6% +$2.79K ﹤0.01% 350
2024
Q2
$75K Buy
+48,412
New +$75K ﹤0.01% 311
2023
Q1
Sell
-129,498
Closed -$168K 349
2022
Q4
$168K Sell
129,498
-3,440
-3% -$4.46K 0.01% 310
2022
Q3
$237K Sell
132,938
-25,946
-16% -$46.3K 0.02% 274
2022
Q2
$361K Buy
158,884
+49,396
+45% +$112K 0.03% 206
2022
Q1
$361K Buy
109,488
+77,234
+239% +$255K 0.01% 163
2021
Q4
$147K Buy
32,254
+8,145
+34% +$37.1K 0.01% 278
2021
Q3
$173K Buy
+24,109
New +$173K 0.01% 239
2021
Q1
$94K Buy
+13,866
New +$94K 0.01% 243