Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-36,860
Closed -$2.95M 59
2024
Q3
$2.95M Sell
36,860
-12,306
-25% -$986K 0.84% 23
2024
Q2
$3.25M Buy
49,166
+16,930
+53% +$1.12M 0.41% 24
2024
Q1
$2.49M Buy
32,236
+3,614
+13% +$279K 0.93% 30
2023
Q4
$2.23K Sell
28,622
-11,396
-28% -$888 0.18% 30
2023
Q3
$2.18K Sell
40,018
-12,409
-24% -$677 0.04% 35
2023
Q2
$3.39K Sell
52,427
-2,643
-5% -$171 0.72% 30
2023
Q1
$2.64M Buy
55,070
+1,459
+3% +$69.9K 0.91% 32
2022
Q4
$1.86M Buy
+53,611
New +$1.86M 0.69% 41