Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,218
Closed -$58K 173
2024
Q3
$58K Sell
9,218
-1,648
-15% -$10.4K 0.03% 153
2024
Q2
$68K Sell
10,866
-7,627
-41% -$47.7K 0.03% 145
2024
Q1
$111K Buy
18,493
+4,844
+35% +$29.1K 0.03% 131
2023
Q4
$105K Sell
13,649
-1,891
-12% -$14.5K 0.03% 112
2023
Q3
$84K Buy
15,540
+490
+3% +$2.65K 0.01% 145
2023
Q2
$82K Buy
+15,050
New +$82K 0.02% 189
2022
Q4
$71K Buy
12,972
+771
+6% +$4.22K 0.01% 222
2022
Q3
$73K Sell
12,201
-2,229
-15% -$13.3K 0.01% 255
2022
Q2
$93K Buy
+14,430
New +$93K 0.01% 268