Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,713
Closed -$2.3M 332
2023
Q4
$2.3M Buy
8,713
+7,271
+504% +$1.92M 0.09% 112
2023
Q3
$322K Hold
1,442
0.02% 247
2023
Q2
$358K Buy
+1,442
New +$358K 0.02% 278
2022
Q4
Sell
-339
Closed -$72K 424
2022
Q3
$72K Sell
339
-297
-47% -$63.1K ﹤0.01% 390
2022
Q2
$129K Hold
636
0.01% 422
2022
Q1
$144K Buy
+636
New +$144K 0.01% 427