Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,727
Closed -$1.15M 1235
2024
Q2
$1.15M Sell
11,727
-375
-3% -$36.7K 0.01% 668
2024
Q1
$1.49M Sell
12,102
-23,576
-66% -$2.9M 0.02% 565
2023
Q4
$4.39M Buy
35,678
+27,818
+354% +$3.43M 0.02% 640
2023
Q3
$930K Buy
7,860
+2,097
+36% +$248K 0.01% 1124
2023
Q2
$757K Buy
5,763
+1,507
+35% +$198K ﹤0.01% 1196
2023
Q1
$575K Buy
+4,256
New +$575K ﹤0.01% 1278