Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,782
Closed -$71.2K 1615
2024
Q3
$71.2K Sell
5,782
-13,374
-70% -$165K 0.01% 1295
2024
Q2
$325K Buy
19,156
+12,310
+180% +$209K 0.05% 278
2024
Q1
$105K Sell
6,846
-17,712
-72% -$273K 0.02% 974
2023
Q4
$291K Buy
24,558
+20,943
+579% +$248K 0.05% 327
2023
Q3
$33.6K Buy
+3,615
New +$33.6K 0.01% 1365
2023
Q2
Sell
-9,317
Closed -$77.2K 1559
2023
Q1
$77.2K Sell
9,317
-4,226
-31% -$35K 0.02% 906
2022
Q4
$132K Buy
13,543
+824
+6% +$8.03K 0.04% 592
2022
Q3
$90K Buy
12,719
+2,400
+23% +$17K 0.04% 662
2022
Q2
$46K Sell
10,319
-1,469
-12% -$6.55K 0.03% 982
2022
Q1
$100K Buy
+11,788
New +$100K 0.05% 584