Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,284
Closed -$2.78M 249
2023
Q4
$2.78M Buy
19,284
+1,550
+9% +$223K 0.4% 74
2023
Q3
$2.71M Sell
17,734
-123
-0.7% -$18.8K 0.48% 67
2023
Q2
$2.43M Buy
17,857
+503
+3% +$68.4K 0.44% 76
2023
Q1
$2.3M Sell
17,354
-3,883
-18% -$514K 0.41% 84
2022
Q4
$3.01M Sell
21,237
-629
-3% -$89.2K 0.57% 61
2022
Q3
$2.38M Buy
+21,866
New +$2.38M 0.53% 62