Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,655
Closed -$323K 454
2024
Q3
$323K Buy
7,655
+1,244
+19% +$52.5K 0.02% 309
2024
Q2
$377K Buy
6,411
+153
+2% +$8.99K 0.02% 269
2024
Q1
$387K Buy
6,258
+694
+12% +$42.9K 0.02% 265
2023
Q4
$380K Buy
+5,564
New +$380K 0.03% 247
2022
Q3
Sell
-26
Closed -$1K 1832
2022
Q2
$1K Hold
26
﹤0.01% 1309
2022
Q1
$1K Hold
26
﹤0.01% 1332
2021
Q4
$1K Buy
26
+2
+8% +$77 ﹤0.01% 1320
2021
Q3
$1K Buy
+24
New +$1K ﹤0.01% 1313