Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,560
Closed -$2.76M 55
2024
Q3
$2.76M Sell
3,560
-455
-11% -$352K 0.91% 12
2024
Q2
$3.31M Buy
4,015
+455
+13% +$375K 1.12% 8
2024
Q1
$2.49M Hold
3,560
0.77% 10
2023
Q4
$2.07M Hold
3,560
0.42% 10
2023
Q3
$1.63M Sell
3,560
-575
-14% -$264K 0.26% 28
2023
Q2
$2.01M Buy
4,135
+700
+20% +$340K 0.28% 30
2023
Q1
$1.37M Buy
3,435
+2,690
+361% +$1.07M 0.13% 39
2022
Q4
$281K Sell
745
-2,360
-76% -$890K 0.02% 64
2022
Q3
$940K Buy
3,105
+154
+5% +$46.6K 0.1% 51
2022
Q2
$942K Buy
+2,951
New +$942K 0.13% 53
2019
Q4
Sell
-7,100
Closed -$1.13M 238
2019
Q3
$1.13M Buy
+7,100
New +$1.13M 0.12% 88