Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$463K Buy
+28,927
New +$463K 0.21% 171
2023
Q2
Sell
-66,413
Closed -$1.32M 711
2023
Q1
$1.32M Buy
+66,413
New +$1.32M 0.24% 149
2022
Q4
Sell
-73,686
Closed -$1.46M 652
2022
Q3
$1.46M Buy
73,686
+51,132
+227% +$1.02M 0.24% 141
2022
Q2
$503K Buy
+22,554
New +$503K 0.11% 228
2021
Q2
$280K Sell
12,495
-88,276
-88% -$1.98M 0.15% 216
2021
Q1
$2.01M Sell
100,771
-15,825
-14% -$315K 0.24% 145
2020
Q4
$2.31M Buy
+116,596
New +$2.31M 0.28% 114