Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,349
Closed -$123K 206
2024
Q2
$123K Sell
12,349
-13
-0.1% -$130 0.06% 174
2024
Q1
$146K Hold
12,362
0.07% 188
2023
Q4
$141K Sell
12,362
-7,850
-39% -$89.7K 0.08% 164
2023
Q3
$232K Hold
20,212
0.15% 122
2023
Q2
$235K Hold
20,212
0.15% 126
2023
Q1
$241K Hold
20,212
0.16% 122
2022
Q4
$200K Hold
20,212
0.14% 138
2022
Q3
$182K Buy
20,212
+7,348
+57% +$66.2K 0.14% 122
2022
Q2
$151K Buy
12,864
+2,565
+25% +$30.1K 0.11% 121
2022
Q1
$122K Buy
+10,299
New +$122K 0.11% 115