Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,990
Closed -$67.6K 3478
2024
Q3
$67.6K Sell
15,990
-3,537
-18% -$15K ﹤0.01% 3152
2024
Q2
$73.2K Sell
19,527
-11,922
-38% -$44.7K ﹤0.01% 3004
2024
Q1
$170K Sell
31,449
-9,333
-23% -$50.6K ﹤0.01% 2812
2023
Q4
$252K Sell
40,782
-25,910
-39% -$160K ﹤0.01% 2495
2023
Q3
$346K Sell
66,692
-754
-1% -$3.91K ﹤0.01% 2029
2023
Q2
$339K Buy
67,446
+31,617
+88% +$159K ﹤0.01% 2023
2023
Q1
$132K Buy
+35,829
New +$132K ﹤0.01% 2516