Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-29,290
Closed -$108K 2067
2024
Q3
$108K Sell
29,290
-49,061
-63% -$182K ﹤0.01% 1759
2024
Q2
$239K Buy
78,351
+1,910
+2% +$5.83K ﹤0.01% 1709
2024
Q1
$212K Buy
76,441
+25,214
+49% +$69.8K ﹤0.01% 1867
2023
Q4
$120K Buy
+51,227
New +$120K ﹤0.01% 1843
2023
Q3
Sell
-40,496
Closed -$90.7K 1812
2023
Q2
$90.7K Buy
+40,496
New +$90.7K ﹤0.01% 1841
2023
Q1
Sell
-31,039
Closed -$54.6K 1979
2022
Q4
$54.6K Buy
31,039
+11,147
+56% +$19.6K ﹤0.01% 1950
2022
Q3
$47K Buy
+19,892
New +$47K ﹤0.01% 1858
2022
Q2
Sell
-13,300
Closed -$81K 1907
2022
Q1
$81K Buy
13,300
+900
+7% +$5.48K ﹤0.01% 1970
2021
Q4
$105K Buy
+12,400
New +$105K ﹤0.01% 1822