Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,724
Closed -$103K 1784
2024
Q3
$103K Sell
3,724
-1,127
-23% -$31.3K 0.01% 1104
2024
Q2
$134K Sell
4,851
-268
-5% -$7.41K 0.02% 841
2024
Q1
$197K Sell
5,119
-2,711
-35% -$104K 0.03% 621
2023
Q4
$239K Buy
7,830
+1,228
+19% +$37.5K 0.04% 443
2023
Q3
$186K Buy
+6,602
New +$186K 0.04% 506
2023
Q2
Sell
-5,913
Closed -$127K 1716
2023
Q1
$127K Buy
5,913
+4,478
+312% +$96.4K 0.04% 626
2022
Q4
$34K Buy
1,435
+413
+40% +$9.78K 0.01% 1179
2022
Q3
$19K Buy
+1,022
New +$19K 0.01% 1344