Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-101,897
Closed -$1.12M 711
2024
Q1
$1.12M Buy
101,897
+41,477
+69% +$454K 0.41% 26
2023
Q4
$1.42M Sell
60,420
-8,659
-13% -$203K 0.45% 19
2023
Q3
$1.68M Sell
69,079
-34,078
-33% -$827K 0.85% 3
2023
Q2
$1.72M Buy
103,157
+50,193
+95% +$836K 0.81% 3
2023
Q1
$820K Buy
52,964
+28,441
+116% +$440K 0.57% 13
2022
Q4
$452K Sell
24,523
-7,966
-25% -$147K 0.37% 70
2022
Q3
$1.07M Buy
32,489
+4,678
+17% +$154K 1.31% 4
2022
Q2
$716K Buy
+27,811
New +$716K 0.68% 25