Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$154K Hold
16,194
0.04% 75
2024
Q3
$132K Hold
16,194
0.04% 70
2024
Q2
$219K Sell
16,194
-5,910
-27% -$79.9K 0.08% 56
2024
Q1
$155K Hold
22,104
0.06% 62
2023
Q4
$242K Hold
22,104
0.11% 46
2023
Q3
$243K Sell
22,104
-31,270
-59% -$343K 0.13% 44
2023
Q2
$843K Buy
53,374
+18,913
+55% +$299K 0.42% 20
2023
Q1
$450K Hold
34,461
0.23% 30
2022
Q4
$375K Sell
34,461
-13,762
-29% -$150K 0.2% 32
2022
Q3
$774K Buy
+48,223
New +$774K 0.38% 22