Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,493
Closed -$374K 62
2024
Q1
$374K Sell
9,493
-62,916
-87% -$2.48M 0.15% 49
2023
Q4
$3.26M Buy
72,409
+1,910
+3% +$86.1K 1.38% 28
2023
Q3
$3.01M Sell
70,499
-52,326
-43% -$2.24M 1.53% 28
2023
Q2
$5.32M Buy
122,825
+1,590
+1% +$68.8K 2.55% 20
2023
Q1
$4.83M Buy
+121,235
New +$4.83M 2.61% 20