Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-36,400
Closed -$2.54M 636
2024
Q3
$2.54M Buy
+36,400
New +$2.54M 0.01% 387
2023
Q4
Sell
-10,794
Closed -$755K 686
2023
Q3
$755K Buy
10,794
+10,319
+2,172% +$722K 0.01% 466
2023
Q2
$32.2K Sell
475
-19,654
-98% -$1.33M ﹤0.01% 513
2023
Q1
$1.49M Buy
+20,129
New +$1.49M 0.01% 398
2022
Q4
Sell
-19,406
Closed -$1.43M 571
2022
Q3
$1.43M Sell
19,406
-66,677
-77% -$4.91M 0.02% 319
2022
Q2
$9.29M Buy
86,083
+72,009
+512% +$7.77M 0.11% 153
2022
Q1
$1.65M Buy
14,074
+3,783
+37% +$444K 0.02% 415
2021
Q4
$1.89M Buy
10,291
+6,054
+143% +$1.11M 0.02% 487
2021
Q3
$1.11M Buy
4,237
+71
+2% +$18.6K 0.01% 484
2021
Q2
$1.61M Buy
+4,166
New +$1.61M 0.03% 355