Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,655
Closed -$1.04M 479
2024
Q3
$1.04M Hold
18,655
0.01% 440
2024
Q2
$1.1M Sell
18,655
-64,303
-78% -$3.79M 0.01% 431
2024
Q1
$5.7M Hold
82,958
0.06% 187
2023
Q4
$6.72M Sell
82,958
-1,412
-2% -$114K 0.08% 167
2023
Q3
$5.45M Buy
84,370
+61,872
+275% +$4M 0.08% 174
2023
Q2
$1.9M Sell
22,498
-4,154
-16% -$351K 0.03% 397
2023
Q1
$2.97M Buy
26,652
+2,757
+12% +$307K 0.05% 293
2022
Q4
$2.86M Sell
23,895
-574
-2% -$68.8K 0.05% 288
2022
Q3
$2.45M Buy
+24,469
New +$2.45M 0.05% 296