Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$356K Buy
13,096
+11,284
+623% +$307K 0.02% 246
2024
Q3
$429K Hold
1,812
0.02% 224
2024
Q2
$383K Hold
1,812
0.02% 234
2024
Q1
$458K Sell
1,812
-5
-0.3% -$1.26K 0.02% 212
2023
Q4
$420K Buy
1,817
+17
+0.9% +$3.93K 0.02% 214
2023
Q3
$354K Hold
1,800
0.02% 220
2023
Q2
$405K Sell
1,800
-48
-3% -$10.8K 0.02% 231
2023
Q1
$368K Buy
1,848
+13
+0.7% +$2.59K 0.02% 235
2022
Q4
$376K Buy
+1,835
New +$376K 0.03% 220