Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-62,782
Closed -$1.82M 2308
2024
Q1
$1.82M Buy
+62,782
New +$1.82M 0.05% 494
2023
Q1
Sell
-30,568
Closed -$1.03M 2102
2022
Q4
$1.03M Buy
+30,568
New +$1.03M 0.05% 468
2022
Q3
Sell
-12,300
Closed -$369K 2013
2022
Q2
$369K Sell
12,300
-18,737
-60% -$562K 0.02% 980
2022
Q1
$1.02M Buy
31,037
+24,537
+377% +$806K 0.04% 514
2021
Q4
$217K Buy
+6,500
New +$217K 0.01% 1068