Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,496
Closed -$2.39M 290
2023
Q4
$2.39M Buy
14,496
+9,983
+221% +$1.65M 0.1% 105
2023
Q3
$667K Buy
4,513
+132
+3% +$19.5K 0.03% 199
2023
Q2
$709K Buy
+4,381
New +$709K 0.03% 205
2022
Q2
Sell
-625
Closed -$83K 457
2022
Q1
$83K Buy
625
+256
+69% +$34K ﹤0.01% 480
2021
Q4
$54K Buy
+369
New +$54K ﹤0.01% 468