Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-80,627
Closed -$286K 155
2024
Q2
$286K Sell
80,627
-11,173
-12% -$39.7K 0.05% 361
2024
Q1
$288K Sell
91,800
-79,599
-46% -$250K 0.05% 397
2023
Q4
$578K Buy
171,399
+148,546
+650% +$501K 0.09% 289
2023
Q3
$80.9K Hold
22,853
0.01% 475
2023
Q2
$78.4K Sell
22,853
-9,481
-29% -$32.5K 0.01% 466
2023
Q1
$97.3K Buy
32,334
+20,156
+166% +$60.7K 0.02% 472
2022
Q4
$39.2K Buy
+12,178
New +$39.2K 0.01% 491