Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,234
Closed -$595K 483
2024
Q1
$595K Buy
9,234
+1,214
+15% +$78.2K 0.06% 429
2023
Q4
$461K Sell
8,020
-23,651
-75% -$1.36M 0.05% 446
2023
Q3
$1.82M Buy
+31,671
New +$1.82M 0.22% 173
2022
Q3
Sell
-22,855
Closed -$626K 732
2022
Q2
$626K Sell
22,855
-36,307
-61% -$994K 0.06% 427
2022
Q1
$2.11M Buy
+59,162
New +$2.11M 0.23% 147