Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,322
Closed -$336K 1709
2024
Q3
$336K Buy
+2,322
New +$336K 0.01% 1259
2024
Q1
Sell
-19,003
Closed -$1.78M 1951
2023
Q4
$1.78M Buy
+19,003
New +$1.78M 0.06% 430
2023
Q3
Sell
-2,956
Closed -$332K 1903
2023
Q2
$332K Sell
2,956
-48,903
-94% -$5.5M 0.01% 1255
2023
Q1
$6.56M Buy
+51,859
New +$6.56M 0.27% 82
2022
Q2
Sell
-49,999
Closed -$3.82M 1681
2022
Q1
$3.82M Buy
+49,999
New +$3.82M 0.16% 127
2021
Q4
Sell
-21,289
Closed -$3.06M 1436
2021
Q3
$3.06M Buy
+21,289
New +$3.06M 0.22% 61