Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$231K Buy
+20,090
New +$231K 0.11% 338
2023
Q3
Sell
-283,921
Closed -$3.36M 570
2023
Q2
$3.36M Buy
283,921
+250,686
+754% +$2.97M 0.57% 33
2023
Q1
$373K Sell
33,235
-116,825
-78% -$1.31M 0.07% 359
2022
Q4
$1.34M Buy
150,060
+102,779
+217% +$920K 0.25% 142
2022
Q3
$464K Buy
47,281
+6,516
+16% +$63.9K 0.08% 277
2022
Q2
$535K Buy
+40,765
New +$535K 0.12% 221