Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-51,055
Closed -$170K 618
2024
Q3
$170K Hold
51,055
0.02% 527
2024
Q2
$158K Sell
51,055
-37,557
-42% -$116K 0.01% 559
2024
Q1
$358K Sell
88,612
-20,513
-19% -$82.9K 0.03% 359
2023
Q4
$610K Buy
109,125
+94,717
+657% +$529K 0.06% 151
2023
Q3
$76.8K Buy
14,408
+3,469
+32% +$18.5K 0.01% 554
2023
Q2
$102K Sell
10,939
-17,969
-62% -$168K 0.01% 558
2023
Q1
$250K Buy
28,908
+6,756
+30% +$58.4K 0.03% 390
2022
Q4
$157K Buy
+22,152
New +$157K 0.02% 439