Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-60,460
Closed -$107K 1354
2024
Q3
$107K Buy
60,460
+30,000
+98% +$53.1K 0.01% 488
2024
Q2
$96.3K Buy
30,460
+7,892
+35% +$24.9K 0.01% 470
2024
Q1
$171K Hold
22,568
0.02% 361
2023
Q4
$256K Hold
22,568
0.03% 261
2023
Q3
$201K Buy
22,568
+60
+0.3% +$535 0.03% 279
2023
Q2
$200K Buy
22,508
+1,000
+5% +$8.88K 0.03% 284
2023
Q1
$349K Buy
21,508
+4,900
+30% +$79.6K 0.06% 192
2022
Q4
$420K Buy
16,608
+500
+3% +$12.6K 0.08% 164
2022
Q3
$339K Buy
16,108
+16,098
+160,980% +$339K 0.07% 175
2022
Q2
$0 Hold
10
﹤0.01% 1189
2022
Q1
$0 Buy
+10
New ﹤0.01% 1269