Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,326
Closed -$861K 612
2023
Q4
$861K Buy
+3,326
New +$861K 0.06% 162
2023
Q1
Sell
-2,500
Closed -$692K 554
2022
Q4
$692K Sell
2,500
-8,425
-77% -$2.33M 0.07% 108
2022
Q3
$1.01M Buy
10,925
+9,389
+611% +$870K 0.1% 79
2022
Q2
$313K Sell
1,536
-85
-5% -$17.3K 0.03% 158
2022
Q1
$341K Buy
+1,621
New +$341K 0.03% 168
2021
Q4
Hold
0
497
2021
Q3
Sell
-3,907
Closed -$1.35M 414
2021
Q2
$1.35M Buy
+3,907
New +$1.35M 0.07% 100
2021
Q1
Hold
0
363
2020
Q4
Hold
0
251