Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-128,788
Closed -$1.02M 2682
2024
Q3
$1.02M Sell
128,788
-3,618
-3% -$28.6K ﹤0.01% 2388
2024
Q2
$1.18M Buy
132,406
+54,026
+69% +$482K ﹤0.01% 2289
2024
Q1
$913K Buy
78,380
+6,900
+10% +$80.4K ﹤0.01% 2060
2023
Q4
$740K Sell
71,480
-70
-0.1% -$725 ﹤0.01% 2175
2023
Q3
$805K Sell
71,550
-39,424
-36% -$444K ﹤0.01% 2069
2023
Q2
$1.54M Hold
110,974
﹤0.01% 1794
2023
Q1
$1.54M Buy
110,974
+14,636
+15% +$204K ﹤0.01% 1794
2022
Q4
$1.27M Buy
96,338
+11,978
+14% +$158K ﹤0.01% 1736
2022
Q3
$1.18M Buy
+84,360
New +$1.18M ﹤0.01% 1871