Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,052
Closed -$613K 451
2024
Q1
$613K Buy
27,052
+11,499
+74% +$261K 0.02% 254
2023
Q4
$386K Buy
15,553
+889
+6% +$22.1K 0.01% 340
2023
Q3
$251K Sell
14,664
-644
-4% -$11K 0.01% 407
2023
Q2
$254K Buy
15,308
+508
+3% +$8.42K 0.01% 425
2023
Q1
$260K Sell
14,800
-10,732
-42% -$188K 0.01% 457
2022
Q4
$325K Buy
+25,532
New +$325K 0.01% 433