Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,367
Closed -$222K 431
2024
Q3
$222K Buy
19,367
+7,122
+58% +$81.8K 0.02% 342
2024
Q2
$122K Sell
12,245
-14,809
-55% -$148K 0.01% 331
2024
Q1
$318K Sell
27,054
-455
-2% -$5.36K 0.04% 221
2023
Q4
$314K Buy
27,509
+3,030
+12% +$34.6K 0.04% 199
2023
Q3
$281K Buy
24,479
+12,095
+98% +$139K 0.04% 192
2023
Q2
$144K Buy
12,384
+618
+5% +$7.19K 0.02% 225
2023
Q1
$140K Hold
11,766
0.02% 216
2022
Q4
$116K Sell
11,766
-1,649
-12% -$16.3K 0.02% 193
2022
Q3
$121K Buy
+13,415
New +$121K 0.02% 158