Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-51,005
Closed -$469K 2525
2024
Q3
$469K Buy
51,005
+36,534
+252% +$336K 0.03% 865
2024
Q2
$131K Buy
+14,471
New +$131K 0.01% 1355
2024
Q1
Sell
-13,505
Closed -$74.5K 2033
2023
Q4
$74.5K Buy
+13,505
New +$74.5K 0.02% 1169
2023
Q2
Sell
-58,503
Closed -$307K 1572
2023
Q1
$307K Buy
58,503
+4,535
+8% +$23.8K 0.06% 627
2022
Q4
$274K Buy
+53,968
New +$274K 0.06% 648
2022
Q3
Sell
-23,653
Closed -$97K 1212
2022
Q2
$97K Buy
+23,653
New +$97K 0.04% 654