Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,113
Closed -$139K 96
2024
Q3
$139K Sell
12,113
-2,287
-16% -$26.3K 0.22% 89
2024
Q2
$144K Sell
14,400
-401
-3% -$4.01K 0.23% 86
2024
Q1
$174K Sell
14,801
-1,946
-12% -$22.9K 0.28% 86
2023
Q4
$191K Buy
16,747
+1,653
+11% +$18.9K 0.32% 79
2023
Q3
$173K Sell
15,094
-1,990
-12% -$22.9K 0.32% 73
2023
Q2
$199K Sell
17,084
-144
-0.8% -$1.68K 0.35% 77
2023
Q1
$206K Sell
17,228
-16,967
-50% -$202K 0.41% 68
2022
Q4
$338K Buy
+34,195
New +$338K 0.75% 46