Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-26,237
Closed -$3.62M 497
2024
Q2
$3.62M Buy
26,237
+22,804
+664% +$3.14M 0.36% 87
2024
Q1
$392K Sell
3,433
-2,784
-45% -$318K 0.05% 370
2023
Q4
$476K Sell
6,217
-298
-5% -$22.8K 0.08% 287
2023
Q3
$449K Buy
+6,515
New +$449K 0.1% 250
2021
Q4
Hold
0
277
2021
Q3
Hold
0
317
2021
Q2
Hold
0
248