Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,093
Closed -$328K 1016
2024
Q2
$328K Sell
9,093
-1,766
-16% -$63.8K ﹤0.01% 792
2024
Q1
$409K Buy
10,859
+147
+1% +$5.54K ﹤0.01% 623
2023
Q4
$379K Sell
10,712
-4,545
-30% -$161K ﹤0.01% 710
2023
Q3
$591K Sell
15,257
-2,642
-15% -$102K ﹤0.01% 575
2023
Q2
$632K Buy
17,899
+10,914
+156% +$385K 0.01% 568
2023
Q1
$265K Buy
+6,985
New +$265K ﹤0.01% 957