Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,340
Closed -$436K 773
2024
Q1
$436K Buy
22,340
+12,384
+124% +$242K 0.11% 326
2023
Q4
$202K Buy
+9,956
New +$202K 0.14% 317
2023
Q3
Sell
-28,397
Closed -$455K 518
2023
Q2
$455K Sell
28,397
-23,726
-46% -$381K 0.24% 164
2023
Q1
$965K Buy
+52,123
New +$965K 0.31% 115