Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-81,675
Closed -$3.12M 1899
2024
Q2
$3.12M Buy
81,675
+71,022
+667% +$2.71M 0.06% 403
2024
Q1
$446K Buy
+10,653
New +$446K 0.01% 1239
2023
Q3
Sell
-12,995
Closed -$416K 2068
2023
Q2
$416K Sell
12,995
-13,030
-50% -$417K 0.02% 1121
2023
Q1
$862K Buy
+26,025
New +$862K 0.04% 660
2022
Q3
Sell
-7,472
Closed -$242K 1777
2022
Q2
$242K Buy
7,472
+1,499
+25% +$48.5K 0.01% 1182
2022
Q1
$206K Buy
+5,973
New +$206K 0.01% 1292