Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,093
Closed -$213K 65
2024
Q3
$213K Buy
+9,093
New +$213K 0.15% 60
2023
Q2
Sell
-1,424
Closed -$46.5K 748
2023
Q1
$46.5K Buy
1,424
+134
+10% +$4.38K 0.04% 74
2022
Q4
$34.1K Sell
1,290
-365
-22% -$9.65K 0.03% 79
2022
Q3
$43K Buy
1,655
+177
+12% +$4.6K 0.04% 72
2022
Q2
$55K Sell
1,478
-51
-3% -$1.9K 0.05% 67
2022
Q1
$76K Buy
1,529
+108
+8% +$5.37K 0.08% 42
2021
Q4
$73K Buy
+1,421
New +$73K 0.07% 40