Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,109
Closed -$98.8K 1895
2024
Q3
$98.8K Buy
12,109
+7,904
+188% +$64.5K 0.01% 1147
2024
Q2
$39.2K Buy
4,205
+1,154
+38% +$10.8K 0.01% 1419
2024
Q1
$37.7K Buy
+3,051
New +$37.7K 0.01% 1434
2023
Q4
Sell
-12,034
Closed -$96.3K 1842
2023
Q3
$96.3K Sell
12,034
-7,998
-40% -$64K 0.02% 880
2023
Q2
$192K Buy
20,032
+2,570
+15% +$24.6K 0.06% 406
2023
Q1
$210K Buy
17,462
+14,892
+579% +$179K 0.07% 307
2022
Q4
$35.7K Sell
2,570
-8,971
-78% -$125K 0.01% 1163
2022
Q3
$105K Buy
11,541
+2,219
+24% +$20.2K 0.05% 576
2022
Q2
$74K Sell
9,322
-4,638
-33% -$36.8K 0.05% 692
2022
Q1
$87K Buy
13,960
+5,203
+59% +$32.4K 0.04% 700
2021
Q4
$79K Buy
+8,757
New +$79K 0.04% 805