Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,800
Closed -$48.9K 151
2024
Q3
$48.9K Sell
11,800
-2,000
-14% -$8.28K 0.02% 148
2024
Q2
$33.8K Sell
13,800
-9,600
-41% -$23.5K 0.01% 150
2024
Q1
$58.7K Sell
23,400
-1,850
-7% -$4.64K 0.03% 152
2023
Q4
$90.4K Sell
25,250
-5,250
-17% -$18.8K 0.05% 146
2023
Q3
$103K Sell
30,500
-400
-1% -$1.35K 0.06% 138
2023
Q2
$124K Sell
30,900
-6,525
-17% -$26.1K 0.07% 138
2023
Q1
$292K Buy
37,425
+225
+0.6% +$1.75K 0.18% 106
2022
Q4
$166K Sell
37,200
-735
-2% -$3.29K 0.1% 150
2022
Q3
$300K Sell
37,935
-3,100
-8% -$24.5K 0.19% 94
2022
Q2
$247K Sell
41,035
-14,810
-27% -$89.1K 0.15% 116
2022
Q1
$718K Sell
55,845
-355
-0.6% -$4.56K 0.37% 63
2021
Q4
$559K Buy
+56,200
New +$559K 0.29% 74