Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,595
Closed -$75.7K 3851
2024
Q3
$75.7K Sell
6,595
-3,202
-33% -$36.8K ﹤0.01% 892
2024
Q2
$109K Sell
9,797
-1,513
-13% -$16.8K 0.01% 760
2024
Q1
$125K Buy
11,310
+3,033
+37% +$33.6K 0.01% 628
2023
Q4
$94.6K Buy
8,277
+965
+13% +$11K 0.01% 660
2023
Q3
$84K Buy
7,312
+437
+6% +$5.02K 0.01% 633
2023
Q2
$80K Buy
6,875
+86
+1% +$1K 0.01% 659
2023
Q1
$81K Buy
6,789
+650
+11% +$7.76K 0.01% 618
2022
Q4
$60.7K Buy
6,139
+4,897
+394% +$48.4K 0.01% 688
2022
Q3
$11K Buy
1,242
+1,027
+478% +$9.1K ﹤0.01% 1117
2022
Q2
$3K Hold
215
﹤0.01% 1452
2022
Q1
$3K Hold
215
﹤0.01% 1471
2021
Q4
$2K Buy
+215
New +$2K ﹤0.01% 1653