Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,141
Closed -$492K 1919
2024
Q3
$492K Sell
14,141
-427
-3% -$14.9K 0.01% 1506
2024
Q2
$472K Sell
14,568
-450
-3% -$14.6K 0.01% 1497
2024
Q1
$510K Hold
15,018
0.01% 1506
2023
Q4
$591K Hold
15,018
0.01% 1458
2023
Q3
$573K Sell
15,018
-290
-2% -$11.1K 0.01% 1419
2023
Q2
$698K Hold
15,308
0.01% 1340
2023
Q1
$686K Buy
15,308
+70
+0.5% +$3.14K 0.01% 1332
2022
Q4
$670K Hold
15,238
0.01% 1371
2022
Q3
$639K Buy
15,238
+1,320
+9% +$55.4K 0.01% 1410
2022
Q2
$684K Sell
13,918
-95
-0.7% -$4.67K 0.01% 1423
2022
Q1
$777K Hold
14,013
0.01% 1458
2021
Q4
$729K Buy
+14,013
New +$729K 0.01% 1512