Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$212K Buy
+4,415
New +$212K ﹤0.01% 1223
2023
Q4
Sell
-5,598
Closed -$280K 1237
2023
Q3
$280K Sell
5,598
-1,101
-16% -$55K 0.01% 898
2023
Q2
$344K Sell
6,699
-212
-3% -$10.9K 0.01% 825
2023
Q1
$383K Sell
6,911
-103
-1% -$5.71K 0.01% 748
2022
Q4
$371K Buy
7,014
+32
+0.5% +$1.69K 0.01% 736
2022
Q3
$299K Buy
6,982
+44
+0.6% +$1.88K 0.01% 791
2022
Q2
$321K Sell
6,938
-129
-2% -$5.97K 0.01% 771
2022
Q1
$369K Buy
7,067
+3,073
+77% +$160K 0.01% 768
2021
Q4
$230K Buy
+3,994
New +$230K 0.01% 1030