Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,441
Closed -$186K 544
2023
Q4
$186K Buy
+12,441
New +$186K 0.06% 445
2023
Q1
Sell
-60,055
Closed -$662K 595
2022
Q4
$662K Buy
60,055
+46,048
+329% +$507K 0.12% 236
2022
Q3
$184K Sell
14,007
-16,455
-54% -$216K 0.03% 383
2022
Q2
$405K Buy
+30,462
New +$405K 0.09% 261
2021
Q1
Sell
-19,872
Closed -$976K 613
2020
Q4
$976K Buy
+19,872
New +$976K 0.12% 237