Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-58,700
Closed -$402K 828
2024
Q3
$402K Sell
58,700
-800
-1% -$5.47K 0.06% 489
2024
Q2
$317K Buy
59,500
+44,800
+305% +$239K 0.06% 496
2024
Q1
$73.2K Sell
14,700
-47,300
-76% -$236K 0.01% 658
2023
Q4
$431K Buy
62,000
+11,800
+24% +$82K 0.09% 384
2023
Q3
$296K Buy
+50,200
New +$296K 0.06% 489
2023
Q1
Sell
-15,400
Closed -$104K 769
2022
Q4
$104K Buy
+15,400
New +$104K 0.01% 676
2022
Q3
Sell
-41,885
Closed -$382K 847
2022
Q2
$382K Buy
+41,885
New +$382K 0.01% 572