Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,247
Closed -$247K 320
2024
Q1
$247K Sell
1,247
-426
-25% -$84.3K ﹤0.01% 294
2023
Q4
$291K Sell
1,673
-4,910
-75% -$855K ﹤0.01% 296
2023
Q3
$1.03M Sell
6,583
-4,863
-42% -$760K 0.01% 276
2023
Q2
$1.88M Sell
11,446
-28,323
-71% -$4.64M 0.02% 258
2023
Q1
$6.14M Buy
39,769
+491
+1% +$75.8K 0.06% 146
2022
Q4
$5.18M Buy
39,278
+1,551
+4% +$204K 0.05% 178
2022
Q3
$4.04M Sell
37,727
-10,405
-22% -$1.11M 0.04% 204
2022
Q2
$5.03K Buy
48,132
+25,487
+113% +$2.66K 0.05% 175
2022
Q1
$3.37M Sell
22,645
-9,993
-31% -$1.49M 0.03% 239
2021
Q4
$3.73M Buy
+32,638
New +$3.73M 0.03% 245