Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,944
Closed -$848K 234
2023
Q4
$848K Sell
6,944
-15,470
-69% -$1.89M 0.08% 109
2023
Q3
$1.72M Sell
22,414
-4,937
-18% -$378K 0.25% 50
2023
Q2
$2.32M Buy
27,351
+593
+2% +$50.4K 0.27% 38
2023
Q1
$2.39M Sell
26,758
-17
-0.1% -$1.52K 0.3% 36
2022
Q4
$1.89M Buy
26,775
+20,454
+324% +$1.44M 0.27% 36
2022
Q3
$283K Buy
+6,321
New +$283K 0.05% 163