Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,277
Closed -$1.96M 43
2024
Q1
$1.96M Buy
10,277
+6,427
+167% +$1.22M 0.19% 189
2023
Q4
$616K Buy
3,850
+304
+9% +$48.6K 0.07% 399
2023
Q3
$529K Buy
+3,546
New +$529K 0.06% 405
2022
Q3
Sell
-4,250
Closed -$353K 529
2022
Q2
$353K Buy
+4,250
New +$353K 0.03% 508