Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$322K Buy
955
+178
+23% +$60K 0.01% 425
2024
Q3
$248K Sell
777
-72
-8% -$22.9K 0.01% 510
2024
Q2
$273K Buy
849
+56
+7% +$18K 0.01% 466
2024
Q1
$275K Buy
793
+47
+6% +$16.3K 0.01% 480
2023
Q4
$271K Buy
+746
New +$271K 0.01% 474
2021
Q3
Sell
-713
Closed -$259K 239
2021
Q2
$259K Buy
713
+7
+1% +$2.54K 0.02% 271
2021
Q1
$240K Sell
706
-6
-0.8% -$2.04K 0.02% 272
2020
Q4
$259K Buy
712
+1
+0.1% +$364 0.02% 257
2020
Q3
$233K Hold
711
0.02% 239
2020
Q2
$207K Buy
+711
New +$207K 0.02% 248
2018
Q1
Sell
-1,591
Closed -$235K 317
2017
Q4
$235K Buy
+1,591
New +$235K 0.03% 288