Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$21K Sell
350
-76
-18% -$4.56K 0.02% 391
2024
Q3
$32K Sell
426
-3,574
-89% -$268K 0.02% 391
2024
Q2
$291K Buy
4,000
+129
+3% +$9.39K 0.02% 383
2024
Q1
$298K Buy
3,871
+300
+8% +$23.1K 0.03% 373
2023
Q4
$220K Sell
3,571
-886
-20% -$54.6K 0.02% 409
2023
Q3
$205K Sell
4,457
-363
-8% -$16.7K 0.02% 388
2023
Q2
$208K Buy
+4,820
New +$208K 0.02% 404
2022
Q2
Sell
-6,735
Closed -$240K 416
2022
Q1
$240K Sell
6,735
-200
-3% -$7.13K 0.02% 359
2021
Q4
$291K Buy
+6,935
New +$291K 0.03% 341