Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,266
Closed -$1.83M 458
2024
Q2
$1.83M Buy
24,266
+2,733
+13% +$206K 0.14% 166
2024
Q1
$2.02M Sell
21,533
-6,098
-22% -$573K 0.17% 153
2023
Q4
$3M Buy
27,631
+7,161
+35% +$777K 0.28% 106
2023
Q3
$1.96M Buy
20,470
+2,188
+12% +$209K 0.2% 127
2023
Q2
$2.02M Buy
18,282
+8,096
+79% +$894K 0.21% 117
2023
Q1
$1.25M Buy
10,186
+644
+7% +$79K 0.13% 158
2022
Q4
$1.12M Buy
+9,542
New +$1.12M 0.13% 160