Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,259
Closed -$2M 15
2024
Q1
$2M Buy
16,259
+10,527
+184% +$1.3M 0.2% 188
2023
Q4
$696K Buy
+5,732
New +$696K 0.07% 378
2022
Q4
Sell
-24,539
Closed -$2.36M 566
2022
Q3
$2.36M Sell
24,539
-6,893
-22% -$663K 0.26% 150
2022
Q2
$3.1M Buy
+31,432
New +$3.1M 0.31% 90