Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$110K Sell
2,298
-1,135
-33% -$54.3K 0.04% 220
2024
Q3
$153K Buy
3,433
+1,000
+41% +$44.5K 0.04% 220
2024
Q2
$104K Sell
2,433
-1,135
-32% -$48.3K 0.03% 247
2024
Q1
$148K Buy
+3,568
New +$148K 0.05% 213
2023
Q4
Sell
-4,703
Closed -$167K 601
2023
Q3
$167K Hold
4,703
0.06% 189
2023
Q2
$160K Hold
4,703
0.06% 193
2023
Q1
$162K Buy
+4,703
New +$162K 0.07% 178