Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-835
Closed -$243K 720
2023
Q4
$243K Sell
835
-4,385
-84% -$1.28M 0.03% 530
2023
Q3
$1.38M Buy
+5,220
New +$1.38M 0.17% 226
2023
Q2
Sell
-3,987
Closed -$971K 705
2023
Q1
$971K Buy
+3,987
New +$971K 0.11% 305
2022
Q3
Sell
-7,365
Closed -$1.56M 702
2022
Q2
$1.56M Buy
7,365
+6,122
+493% +$1.3M 0.15% 259
2022
Q1
$405K Buy
+1,243
New +$405K 0.04% 507