Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$435K Sell
2,457
-76
-3% -$13.5K 0.32% 48
2024
Q3
$385K Hold
2,533
0.3% 55
2024
Q2
$461K Sell
2,533
-38
-1% -$6.92K 0.38% 45
2024
Q1
$496K Sell
2,571
-618
-19% -$119K 0.41% 43
2023
Q4
$831K Sell
3,189
-30
-0.9% -$7.82K 0.75% 25
2023
Q3
$617K Buy
3,219
+115
+4% +$22K 0.58% 35
2023
Q2
$655K Sell
3,104
-249
-7% -$52.6K 0.6% 33
2023
Q1
$712K Sell
3,353
-52
-2% -$11K 0.67% 26
2022
Q4
$649K Hold
3,405
0.65% 30
2022
Q3
$412K Buy
3,405
+42
+1% +$5.08K 0.47% 42
2022
Q2
$460K Buy
3,363
+58
+2% +$7.93K 0.51% 39
2022
Q1
$633K Sell
3,305
-146
-4% -$28K 0.59% 31
2021
Q4
$695K Buy
+3,451
New +$695K 0.65% 29