Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,255
Closed -$596K 191
2024
Q2
$596K Buy
8,255
+24
+0.3% +$1.73K 0.18% 77
2024
Q1
$552K Buy
8,231
+1,558
+23% +$104K 0.16% 91
2023
Q4
$439K Sell
6,673
-1,332
-17% -$87.6K 0.14% 110
2023
Q3
$515K Buy
+8,005
New +$515K 0.19% 94
2022
Q3
Sell
-5,059
Closed -$265K 187
2022
Q2
$265K Sell
5,059
-11,815
-70% -$619K 0.12% 149
2022
Q1
$927K Buy
+16,874
New +$927K 0.37% 51