Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30,039
Closed -$1.59M 379
2024
Q2
$1.59M Buy
+30,039
New +$1.59M 0.07% 179
2024
Q1
Sell
-8,118
Closed -$424K 350
2023
Q4
$424K Sell
8,118
-19,057
-70% -$995K 0.01% 409
2023
Q3
$1.38M Buy
+27,175
New +$1.38M 0.03% 327
2023
Q2
Sell
-24,806
Closed -$1.52M 439
2023
Q1
$1.52M Sell
24,806
-1,120
-4% -$68.5K 0.04% 318
2022
Q4
$1.63M Buy
+25,926
New +$1.63M 0.05% 299