Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,367
Closed -$938K 773
2024
Q2
$938K Buy
24,367
+9,857
+68% +$379K 0.01% 539
2024
Q1
$622K Hold
14,510
0.01% 591
2023
Q4
$538K Buy
14,510
+2,204
+18% +$81.7K 0.01% 605
2023
Q3
$446K Hold
12,306
0.01% 596
2023
Q2
$439K Sell
12,306
-855
-6% -$30.5K 0.01% 596
2023
Q1
$468K Hold
13,161
0.01% 562
2022
Q4
$462K Sell
13,161
-1,041
-7% -$36.6K 0.01% 570
2022
Q3
$418K Buy
+14,202
New +$418K 0.01% 572