Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-85
Closed -$27K 204
2024
Q3
$27K Sell
85
-3
-3% -$953 0.01% 155
2024
Q2
$33K Hold
88
0.02% 151
2024
Q1
$31K Sell
88
-4
-4% -$1.41K 0.01% 165
2023
Q4
$42K Hold
92
0.02% 153
2023
Q3
$45K Sell
92
-31
-25% -$15.2K 0.03% 130
2023
Q2
$55K Sell
123
-169
-58% -$75.6K 0.04% 100
2023
Q1
$142K Sell
292
-34
-10% -$16.5K 0.09% 48
2022
Q4
$167K Buy
+326
New +$167K 0.09% 62
2020
Q3
$185K Sell
446
-20
-4% -$8.3K 0.26% 111
2020
Q2
$181K Sell
466
-78
-14% -$30.3K 0.19% 106
2020
Q1
$171K Buy
+544
New +$171K 0.26% 99