Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$749K Sell
3,794
-584
-13% -$115K 0.24% 62
2024
Q3
$760K Buy
4,378
+103
+2% +$17.9K 0.21% 77
2024
Q2
$743K Buy
4,275
+4,079
+2,081% +$709K 0.23% 65
2024
Q1
$26.7K Buy
+196
New +$26.7K 0.01% 409
2023
Q4
Sell
-225
Closed -$19.6K 806
2023
Q3
$19.6K Hold
225
0.01% 428
2023
Q2
$22.7K Buy
225
+72
+47% +$7.27K 0.01% 411
2023
Q1
$14.2K Buy
153
+66
+76% +$6.14K 0.01% 477
2022
Q4
$6.48K Hold
87
﹤0.01% 308
2022
Q3
$5.97K Hold
87
﹤0.01% 302
2022
Q2
$7.11K Hold
87
﹤0.01% 315
2022
Q1
$9.07K Buy
+87
New +$9.07K 0.01% 312