Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,499
Closed -$225K 627
2024
Q3
$225K Buy
+1,499
New +$225K 0.01% 565
2024
Q1
Sell
-1,598
Closed -$278K 595
2023
Q4
$278K Buy
+1,598
New +$278K 0.02% 448
2023
Q3
Sell
-1,625
Closed -$266K 533
2023
Q2
$266K Buy
+1,625
New +$266K 0.02% 444
2023
Q1
Sell
-2,008
Closed -$265K 525
2022
Q4
$265K Buy
+2,008
New +$265K 0.02% 437
2022
Q3
Sell
-3,568
Closed -$373K 516
2022
Q2
$373K Sell
3,568
-10,442
-75% -$1.09M 0.03% 363
2022
Q1
$2.08M Buy
+14,010
New +$2.08M 0.16% 134
2019
Q4
Sell
-4,791
Closed -$244K 420
2019
Q3
$244K Buy
+4,791
New +$244K 0.05% 320