Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23,166
Closed -$1.16M 247
2024
Q2
$1.16M Buy
23,166
+17,698
+324% +$889K 0.32% 140
2024
Q1
$256K Sell
5,468
-645
-11% -$30.2K 0.06% 252
2023
Q4
$301K Buy
+6,113
New +$301K 0.07% 258
2023
Q1
Sell
-1,602
Closed -$67.9K 414
2022
Q4
$67.9K Buy
+1,602
New +$67.9K 0.02% 262