Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-30,063
Closed -$1.15M 135
2024
Q1
$1.15M Buy
30,063
+587
+2% +$22.4K 0.69% 38
2023
Q4
$1.35M Buy
29,476
+4,833
+20% +$221K 0.94% 30
2023
Q3
$714K Sell
24,643
-2,682
-10% -$77.7K 0.62% 45
2023
Q2
$1.1M Buy
27,325
+21
+0.1% +$846 0.81% 31
2023
Q1
$1.23M Buy
27,304
+279
+1% +$12.5K 1.04% 22
2022
Q4
$769K Buy
+27,025
New +$769K 0.67% 41