Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-40,860
Closed -$1.05M 770
2023
Q4
$1.05M Sell
40,860
-2,864
-7% -$73.3K 0.08% 232
2023
Q3
$1.06M Buy
43,724
+549
+1% +$13.3K 0.09% 219
2023
Q2
$1.27M Sell
43,175
-3,503
-8% -$103K 0.11% 192
2023
Q1
$1.25M Buy
46,678
+697
+2% +$18.7K 0.1% 224
2022
Q4
$1.43M Buy
45,981
+41,833
+1,009% +$1.3M 0.13% 181
2022
Q3
$101K Buy
+4,148
New +$101K 0.01% 816
2018
Q3
Sell
-325
Closed -$8K 714
2018
Q2
$8K Buy
+325
New +$8K ﹤0.01% 1616