Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-233,192
Closed -$2.84M 244
2023
Q4
$2.84M Buy
233,192
+215,000
+1,182% +$2.62M 0.2% 56
2023
Q3
$226K Hold
18,192
0.02% 194
2023
Q2
$275K Buy
18,192
+300
+2% +$4.54K 0.02% 182
2023
Q1
$225K Sell
17,892
-2,628
-13% -$33.1K 0.02% 188
2022
Q4
$239K Buy
20,520
+2,328
+13% +$27.1K 0.02% 185
2022
Q3
$204K Buy
18,192
+6,752
+59% +$75.7K 0.03% 186
2022
Q2
$127K Buy
+11,440
New +$127K 0.07% 94