Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,691
Closed -$59.4K 1700
2024
Q3
$59.4K Sell
8,691
-23,746
-73% -$162K 0.01% 1364
2024
Q2
$173K Sell
32,437
-34,367
-51% -$183K 0.03% 681
2024
Q1
$333K Buy
66,804
+11,368
+21% +$56.6K 0.06% 306
2023
Q4
$385K Buy
55,436
+40,333
+267% +$280K 0.07% 202
2023
Q3
$89.1K Sell
15,103
-16,915
-53% -$99.8K 0.02% 933
2023
Q2
$265K Buy
32,018
+21,129
+194% +$175K 0.08% 237
2023
Q1
$67.4K Buy
10,889
+6,926
+175% +$42.9K 0.02% 973
2022
Q4
$26.7K Sell
3,963
-3,159
-44% -$21.3K 0.01% 1290
2022
Q3
$59K Buy
7,122
+5,928
+496% +$49.1K 0.03% 922
2022
Q2
$11K Buy
1,194
+492
+70% +$4.53K 0.01% 1623
2022
Q1
$15K Buy
702
+506
+258% +$10.8K 0.01% 1521
2021
Q4
$5K Sell
196
-111
-36% -$2.83K ﹤0.01% 1721
2021
Q3
$11K Buy
+307
New +$11K 0.01% 1015