Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,770
Closed -$26K 3134
2024
Q3
$26K Buy
11,770
+101
+0.9% +$223 ﹤0.01% 1792
2024
Q2
$13.8K Buy
11,669
+8,605
+281% +$10.2K ﹤0.01% 1660
2024
Q1
$10.6K Buy
3,064
+964
+46% +$3.33K ﹤0.01% 1673
2023
Q4
$10.3K Buy
+2,100
New +$10.3K ﹤0.01% 1427
2022
Q3
Sell
-1,515
Closed -$47K 1507
2022
Q2
$47K Buy
1,515
+130
+9% +$4.03K 0.02% 748
2022
Q1
$51K Buy
1,385
+358
+35% +$13.2K 0.02% 591
2021
Q4
$72K Sell
1,027
-633
-38% -$44.4K 0.04% 524
2021
Q3
$124K Buy
+1,660
New +$124K 0.04% 547