Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$589K Buy
10,256
+3,728
+57% +$214K 0.03% 198
2024
Q3
$342K Hold
6,528
0.02% 253
2024
Q2
$354K Sell
6,528
-126
-2% -$6.82K 0.02% 241
2024
Q1
$385K Sell
6,654
-8,000
-55% -$463K 0.02% 236
2023
Q4
$718K Sell
14,654
-6
-0% -$294 0.04% 186
2023
Q3
$632K Sell
14,660
-36
-0.2% -$1.55K 0.04% 177
2023
Q2
$670K Buy
14,696
+4
+0% +$182 0.04% 199
2023
Q1
$552K Sell
14,692
-1,664
-10% -$62.6K 0.03% 202
2022
Q4
$498K Buy
+16,356
New +$498K 0.03% 194