Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-122,741
Closed -$1.56M 1102
2024
Q2
$1.56M Buy
122,741
+51,209
+72% +$649K 0.01% 374
2024
Q1
$1.62M Buy
71,532
+10,009
+16% +$227K 0.01% 387
2023
Q4
$1.53M Sell
61,523
-24,378
-28% -$606K 0.01% 375
2023
Q3
$1.47M Buy
85,901
+23,323
+37% +$399K 0.01% 375
2023
Q2
$1.04M Sell
62,578
-7,730
-11% -$128K 0.01% 485
2023
Q1
$1.23M Sell
70,308
-57,065
-45% -$1M 0.01% 405
2022
Q4
$1.62M Sell
127,373
-33,685
-21% -$428K 0.01% 344
2022
Q3
$2.03M Buy
161,058
+43,145
+37% +$544K 0.02% 307
2022
Q2
$2.15M Buy
+117,913
New +$2.15M 0.02% 310