Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,370
Closed -$542K 152
2023
Q4
$542K Sell
13,370
-26,289
-66% -$1.07M 0.05% 140
2023
Q3
$1.57M Sell
39,659
-9,389
-19% -$371K 0.23% 58
2023
Q2
$1.94M Buy
49,048
+1,421
+3% +$56.3K 0.23% 48
2023
Q1
$1.63M Buy
47,627
+1,697
+4% +$57.9K 0.2% 55
2022
Q4
$1.43M Buy
45,930
+34,276
+294% +$1.07M 0.21% 56
2022
Q3
$304K Buy
+11,654
New +$304K 0.05% 153