Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,079
Closed -$167K 724
2024
Q3
$167K Sell
10,079
-19,280
-66% -$319K 0.01% 641
2024
Q2
$544K Buy
29,359
+16,367
+126% +$303K 0.03% 323
2024
Q1
$263K Buy
12,992
+643
+5% +$13K 0.02% 484
2023
Q4
$250K Buy
12,349
+1,210
+11% +$24.5K 0.02% 475
2023
Q3
$223K Buy
11,139
+528
+5% +$10.5K 0.02% 452
2023
Q2
$190K Buy
+10,611
New +$190K 0.02% 478