Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$432K Sell
1,650
-5,786
-78% -$1.51M 0.01% 124
2024
Q2
$1.47M Sell
7,436
-7,821
-51% -$1.55M 0.03% 121
2024
Q1
$2.68M Sell
15,257
-11,702
-43% -$2.06M 0.07% 30
2023
Q4
$6.7M Buy
26,959
+20,058
+291% +$4.98M 0.21% 1
2023
Q3
$1.73M Buy
6,901
+1,417
+26% +$355K 0.04% 45
2023
Q2
$1.44M Buy
5,484
+1,731
+46% +$453K 0.05% 48
2023
Q1
$779K Buy
+3,753
New +$779K 0.06% 50