Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,480
Closed -$118K 3501
2024
Q3
$118K Buy
+10,480
New +$118K ﹤0.01% 3054
2024
Q2
Sell
-33,447
Closed -$556K 3282
2024
Q1
$556K Sell
33,447
-16,726
-33% -$278K ﹤0.01% 1946
2023
Q4
$905K Sell
50,173
-167
-0.3% -$3.01K ﹤0.01% 1501
2023
Q3
$537K Buy
50,340
+3,471
+7% +$37K ﹤0.01% 1736
2023
Q2
$597K Buy
46,869
+32,293
+222% +$412K ﹤0.01% 1623
2023
Q1
$139K Sell
14,576
-3,207
-18% -$30.6K ﹤0.01% 2506
2022
Q4
$168K Buy
17,783
+2,538
+17% +$24K ﹤0.01% 2393
2022
Q3
$145K Buy
+15,245
New +$145K ﹤0.01% 2122
2019
Q4
Sell
-11,619
Closed -$404K 718
2019
Q3
$404K Buy
+11,619
New +$404K ﹤0.01% 621