Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-109,072
Closed -$1.24M 320
2024
Q1
$1.24M Buy
109,072
+89,964
+471% +$1.02M 0.04% 172
2023
Q4
$282K Buy
+19,108
New +$282K 0.01% 182
2023
Q2
Sell
-163,345
Closed -$3.19M 257
2023
Q1
$3.19M Buy
+163,345
New +$3.19M 0.13% 125
2022
Q3
Hold
0
272
2022
Q2
Hold
0
241
2022
Q1
Sell
-67,298
Closed -$2.28M 252
2021
Q4
$2.28M Buy
+67,298
New +$2.28M 0.13% 134