Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,243
Closed -$78.1K 2331
2024
Q3
$78.1K Sell
2,243
-158
-7% -$5.5K 0.01% 995
2024
Q2
$77.7K Sell
2,401
-23
-0.9% -$745 0.01% 969
2024
Q1
$82.4K Buy
2,424
+785
+48% +$26.7K 0.01% 935
2023
Q4
$64.5K Sell
1,639
-687
-30% -$27.1K 0.01% 974
2023
Q3
$88.8K Hold
2,326
0.01% 842
2023
Q2
$106K Sell
2,326
-279
-11% -$12.7K 0.01% 788
2023
Q1
$117K Buy
2,605
+8
+0.3% +$358 0.02% 716
2022
Q4
$114K Sell
2,597
-602
-19% -$26.4K 0.02% 687
2022
Q3
$134K Sell
3,199
-161
-5% -$6.74K 0.02% 579
2022
Q2
$165K Sell
3,360
-288
-8% -$14.1K 0.03% 532
2022
Q1
$202K Buy
+3,648
New +$202K 0.03% 338
2014
Q4
Sell
-228
Closed -$10K 382
2014
Q3
$10K Buy
228
+41
+22% +$1.8K ﹤0.01% 1098
2014
Q2
$8K Buy
187
+25
+15% +$1.07K ﹤0.01% 1152
2014
Q1
$7K Hold
162
﹤0.01% 1076
2013
Q4
$7K Buy
162
+6
+4% +$259 ﹤0.01% 1063
2013
Q3
$7K Buy
156
+85
+120% +$3.81K ﹤0.01% 1029
2013
Q2
$3K Buy
+71
New +$3K ﹤0.01% 1199