Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-67,833
Closed -$1.36M 1328
2024
Q3
$1.36M Buy
67,833
+4,259
+7% +$85.4K 0.02% 459
2024
Q2
$1.12M Buy
63,574
+12,066
+23% +$212K 0.02% 453
2024
Q1
$924K Buy
51,508
+17,462
+51% +$313K 0.01% 479
2023
Q4
$655K Buy
34,046
+15,011
+79% +$289K 0.01% 510
2023
Q3
$289K Buy
19,035
+5,606
+42% +$85.2K 0.01% 731
2023
Q2
$278K Sell
13,429
-14,660
-52% -$304K 0.01% 705
2023
Q1
$676K Buy
28,089
+2,645
+10% +$63.7K 0.02% 484
2022
Q4
$732K Buy
25,444
+11,872
+87% +$341K 0.02% 422
2022
Q3
$307K Buy
+13,572
New +$307K 0.01% 660