Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-524
Closed -$51.3K 135
2024
Q2
$51.3K Buy
+524
New +$51.3K 0.01% 150
2024
Q1
Sell
-19,297
Closed -$2.34M 128
2023
Q4
$2.34M Sell
19,297
-1,337
-6% -$162K 0.23% 39
2023
Q3
$2.44M Sell
20,634
-1,287
-6% -$152K 0.28% 31
2023
Q2
$2.88M Buy
21,921
+14,747
+206% +$1.94M 0.26% 35
2023
Q1
$970K Hold
7,174
0.12% 96
2022
Q4
$995K Hold
7,174
0.12% 97
2022
Q3
$690K Buy
+7,174
New +$690K 0.1% 92