Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$300K Sell
27,408
-20,424
-43% -$224K 0.1% 136
2023
Q4
$1.12M Sell
47,832
-75,076
-61% -$1.76M 0.1% 140
2023
Q3
$2.98M Buy
122,908
+100,937
+459% +$2.45M 0.31% 52
2023
Q2
$366K Buy
21,971
+14,335
+188% +$239K 0.05% 241
2023
Q1
$118K Sell
7,636
-22,519
-75% -$348K 0.01% 457
2022
Q4
$555K Buy
30,155
+29,373
+3,756% +$541K 0.05% 260
2022
Q3
$25K Sell
782
-4,635
-86% -$148K ﹤0.01% 1117
2022
Q2
$139K Sell
5,417
-15,536
-74% -$399K 0.01% 580
2022
Q1
$1.05M Buy
+20,953
New +$1.05M 0.06% 207