Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,835
Closed -$261K 706
2023
Q4
$261K Sell
4,835
-52,934
-92% -$2.86M 0.03% 518
2023
Q3
$2.89M Sell
57,769
-9,814
-15% -$491K 0.35% 82
2023
Q2
$3.47M Buy
67,583
+34,997
+107% +$1.8M 0.44% 58
2023
Q1
$1.81M Buy
+32,586
New +$1.81M 0.2% 184
2022
Q2
Sell
-58,032
Closed -$3.03M 789
2022
Q1
$3.03M Buy
+58,032
New +$3.03M 0.33% 81
2021
Q4
Sell
-10,092
Closed -$487K 641
2021
Q3
$487K Buy
+10,092
New +$487K 0.04% 448