Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,133
Closed -$17.3K 47
2024
Q3
$17.3K Sell
2,133
-900
-30% -$7.29K ﹤0.01% 39
2024
Q2
$77K Sell
3,033
-7,750
-72% -$197K 0.01% 38
2024
Q1
$382K Sell
10,783
-591
-5% -$20.9K 0.03% 33
2023
Q4
$471K Sell
11,374
-5,679
-33% -$235K 0.05% 40
2023
Q3
$532K Buy
17,053
+1,790
+12% +$55.8K 0.07% 38
2023
Q2
$705K Buy
15,263
+3,996
+35% +$185K 0.09% 43
2023
Q1
$439K Hold
11,267
0.06% 35
2022
Q4
$781K Sell
11,267
-1,252
-10% -$86.8K 0.15% 37
2022
Q3
$759K Sell
12,519
-4,336
-26% -$263K 0.22% 32
2022
Q2
$1.14M Buy
16,855
+8,222
+95% +$558K 0.37% 28
2022
Q1
$875K Buy
8,633
+5,240
+154% +$531K 0.28% 33
2021
Q4
$446K Buy
3,393
+702
+26% +$92.3K 0.14% 36
2021
Q3
$555K Buy
+2,691
New +$555K 0.23% 30