Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$22.3K Sell
294
-745
-72% -$56.4K 0.01% 445
2024
Q3
$91.9K Sell
1,039
-193
-16% -$17.1K 0.03% 269
2024
Q2
$92.9K Sell
1,232
-73
-6% -$5.5K 0.03% 258
2024
Q1
$123K Buy
+1,305
New +$123K 0.04% 231
2023
Q4
Sell
-1,715
Closed -$164K 619
2023
Q3
$164K Buy
1,715
+17
+1% +$1.63K 0.06% 192
2023
Q2
$187K Buy
1,698
+1,005
+145% +$111K 0.07% 177
2023
Q1
$85K Buy
693
+444
+178% +$54.5K 0.04% 258
2022
Q4
$29.1K Sell
249
-2,743
-92% -$321K 0.02% 199
2022
Q3
$249K Buy
2,992
+191
+7% +$15.9K 0.18% 92
2022
Q2
$286K Buy
2,801
+51
+2% +$5.21K 0.19% 91
2022
Q1
$370K Buy
+2,750
New +$370K 0.22% 77