Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-30,259
Closed -$1.52M 2317
2024
Q1
$1.52M Sell
30,259
-14,313
-32% -$717K 0.04% 576
2023
Q4
$2.02M Buy
+44,572
New +$2.02M 0.06% 369
2023
Q2
Sell
-26,333
Closed -$1.09M 2210
2023
Q1
$1.09M Buy
26,333
+20,206
+330% +$833K 0.04% 565
2022
Q4
$308K Sell
6,127
-49,533
-89% -$2.49M 0.02% 1031
2022
Q3
$2.14M Buy
55,660
+50,674
+1,016% +$1.95M 0.08% 367
2022
Q2
$201K Buy
+4,986
New +$201K 0.01% 1313