Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$54K Sell
3,736
-6,443
-63% -$93.1K 0.05% 244
2024
Q3
$161K Sell
10,179
-64,464
-86% -$1.02M 0.12% 151
2024
Q2
$1.42M Sell
74,643
-7,300
-9% -$139K 0.12% 153
2024
Q1
$1.6M Buy
81,943
+70,743
+632% +$1.38M 0.14% 141
2023
Q4
$227K Sell
11,200
-4,200
-27% -$85.1K 0.02% 399
2023
Q3
$322K Buy
15,400
+3,000
+24% +$62.7K 0.03% 319
2023
Q2
$199K Buy
+12,400
New +$199K 0.02% 413
2017
Q1
Hold
0
294
2016
Q4
Hold
0
223