Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,899
Closed -$235K 679
2024
Q3
$235K Sell
4,899
-1,444
-23% -$69.3K 0.01% 577
2024
Q2
$299K Buy
6,343
+253
+4% +$11.9K 0.01% 484
2024
Q1
$358K Sell
6,090
-605
-9% -$35.6K 0.01% 441
2023
Q4
$361K Buy
+6,695
New +$361K 0.01% 436
2023
Q2
Sell
-5,612
Closed -$311K 696
2023
Q1
$311K Sell
5,612
-8,519
-60% -$473K 0.01% 525
2022
Q4
$748K Buy
14,131
+1,605
+13% +$85K 0.02% 348
2022
Q3
$537K Sell
12,526
-443
-3% -$19K 0.02% 387
2022
Q2
$601K Buy
+12,969
New +$601K 0.02% 370