Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,866
Closed -$213K 108
2024
Q2
$213K Sell
6,866
-150
-2% -$4.65K 0.1% 76
2024
Q1
$310K Buy
7,016
+150
+2% +$6.63K 0.15% 64
2023
Q4
$345K Sell
6,866
-2,400
-26% -$121K 0.21% 51
2023
Q3
$329K Buy
+9,266
New +$329K 0.22% 49
2022
Q3
Sell
-5,389
Closed -$202K 59
2022
Q2
$202K Buy
+5,389
New +$202K 0.19% 62
2022
Q1
Sell
-7,756
Closed -$399K 77
2021
Q4
$399K Buy
+7,756
New +$399K 0.29% 42