Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,764
Closed -$133K 1821
2024
Q3
$133K Buy
+4,764
New +$133K 0.02% 953
2024
Q2
Sell
-1,908
Closed -$41.7K 1850
2024
Q1
$41.7K Buy
+1,908
New +$41.7K 0.01% 1378
2023
Q3
Sell
-7,305
Closed -$166K 1790
2023
Q2
$166K Buy
7,305
+5,818
+391% +$132K 0.05% 507
2023
Q1
$29.2K Buy
+1,487
New +$29.2K 0.01% 1293