Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-60,955
Closed -$59.9K 1778
2024
Q3
$59.9K Buy
60,955
+5,570
+10% +$5.48K 0.01% 1362
2024
Q2
$92.5K Buy
55,385
+42,460
+329% +$70.9K 0.02% 1055
2024
Q1
$37.6K Sell
12,925
-13,468
-51% -$39.2K 0.01% 1437
2023
Q4
$90.5K Buy
26,393
+11,254
+74% +$38.6K 0.02% 1055
2023
Q3
$56K Sell
15,139
-26,875
-64% -$99.4K 0.01% 1215
2023
Q2
$175K Buy
42,014
+18,781
+81% +$78.3K 0.05% 467
2023
Q1
$97.1K Buy
+23,233
New +$97.1K 0.03% 797