Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,035
Closed -$268K 86
2024
Q3
$268K Buy
+3,035
New +$268K 0.13% 77
2024
Q1
Sell
-3,455
Closed -$375K 93
2023
Q4
$375K Buy
3,455
+200
+6% +$21.7K 0.27% 57
2023
Q3
$311K Hold
3,255
0.25% 59
2023
Q2
$359K Hold
3,255
0.28% 59
2023
Q1
$399K Buy
3,255
+140
+4% +$17.2K 0.33% 51
2022
Q4
$364K Buy
+3,115
New +$364K 0.34% 54