Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,350
Closed -$205K 145
2024
Q3
$205K Buy
+1,350
New +$205K 0.02% 148
2023
Q4
Sell
-585
Closed -$112K 161
2023
Q3
$112K Buy
+585
New +$112K 0.01% 172
2023
Q1
Sell
-1,705
Closed -$325K 157
2022
Q4
$325K Buy
+1,705
New +$325K 0.04% 119
2022
Q3
Sell
-1,482
Closed -$203K 126
2022
Q2
$203K Hold
1,482
0.03% 123
2022
Q1
$284K Sell
1,482
-126
-8% -$24.1K 0.03% 112
2021
Q4
$324K Buy
1,608
+676
+73% +$136K 0.04% 107
2021
Q3
$0 Hold
932
﹤0.01% 90
2021
Q2
$0 Hold
932
﹤0.01% 82
2021
Q1
$1M Buy
+932
New +$1M 0.13% 60