Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,199
Closed -$87.2K 403
2023
Q4
$87.2K Buy
5,199
+175
+3% +$2.94K 0.02% 334
2023
Q3
$75.5K Sell
5,024
-77,426
-94% -$1.16M 0.02% 317
2023
Q2
$1.32M Buy
82,450
+14,405
+21% +$230K 0.35% 93
2023
Q1
$1.31M Sell
68,045
-8,448
-11% -$163K 0.43% 63
2022
Q4
$1.41M Buy
76,493
+4,505
+6% +$82.9K 0.5% 52
2022
Q3
$1.1M Buy
71,988
+9,724
+16% +$149K 0.43% 59
2022
Q2
$1.31M Buy
62,264
+39,846
+178% +$835K 0.46% 52
2022
Q1
$400K Buy
22,418
+6,239
+39% +$111K 0.16% 97
2021
Q4
$301K Buy
+16,179
New +$301K 0.07% 137
2021
Q3
Sell
-15,728
Closed -$342K 206
2021
Q2
$342K Buy
15,728
+6,099
+63% +$133K 0.1% 134
2021
Q1
$220K Buy
+9,629
New +$220K 0.08% 154