Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$154K Buy
106,379
+93,904
+753% +$136K 0.13% 39
2024
Q1
$36.2K Sell
12,475
-166,198
-93% -$482K 0.03% 52
2023
Q4
$747K Buy
+178,673
New +$747K 1.54% 24
2023
Q3
Sell
-84,443
Closed -$633K 243
2023
Q2
$633K Sell
84,443
-41,564
-33% -$312K 0.67% 41
2023
Q1
$515K Sell
126,007
-377,575
-75% -$1.54M 0.19% 109
2022
Q4
$2.31M Buy
+503,582
New +$2.31M 0.29% 120
2022
Q3
Sell
-10,401
Closed -$109K 889
2022
Q2
$109K Buy
+10,401
New +$109K 0.01% 485