Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-48,802
Closed -$1.71M 96
2024
Q2
$1.71M Sell
48,802
-250
-0.5% -$8.76K 0.97% 41
2024
Q1
$1.49M Buy
49,052
+27,650
+129% +$840K 0.73% 66
2023
Q4
$644K Sell
21,402
-23,860
-53% -$718K 0.34% 84
2023
Q3
$1.16M Buy
+45,262
New +$1.16M 0.73% 76
2023
Q1
$1.15K Buy
38,624
+4,479
+13% +$134 ﹤0.01% 70
2022
Q4
$984K Sell
34,145
-7,073
-17% -$204K 0.61% 72
2022
Q3
$1.03M Buy
41,218
+318
+0.8% +$7.92K 0.65% 63
2022
Q2
$1.34M Buy
+40,900
New +$1.34M 0.76% 50