Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,159
Closed -$204K 632
2024
Q2
$204K Buy
+2,159
New +$204K 0.06% 513
2023
Q2
Sell
-22,717
Closed -$2.33M 414
2023
Q1
$2.33M Buy
22,717
+20,509
+929% +$2.11M 0.75% 6
2022
Q4
$237K Buy
+2,208
New +$237K 0.12% 322