Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$448K Sell
1,923
-27,986
-94% -$6.52M 0.01% 123
2024
Q2
$6.3M Buy
29,909
+15,285
+105% +$3.22M 0.11% 10
2024
Q1
$2.51M Sell
14,624
-959
-6% -$164K 0.06% 33
2023
Q4
$3M Buy
15,583
+5,959
+62% +$1.15M 0.09% 8
2023
Q3
$1.65M Buy
+9,624
New +$1.65M 0.04% 47
2023
Q2
Sell
-8,655
Closed -$1.43M 78
2023
Q1
$1.43M Buy
+8,655
New +$1.43M 0.11% 33