Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,339
Closed -$456K 3214
2024
Q1
$456K Sell
7,339
-637
-8% -$39.6K ﹤0.01% 2097
2023
Q4
$628K Buy
7,976
+2,754
+53% +$217K ﹤0.01% 1789
2023
Q3
$336K Buy
5,222
+144
+3% +$9.26K ﹤0.01% 2059
2023
Q2
$419K Sell
5,078
-1,083
-18% -$89.3K ﹤0.01% 1873
2023
Q1
$444K Sell
6,161
-1,935
-24% -$139K ﹤0.01% 1773
2022
Q4
$549K Buy
+8,096
New +$549K ﹤0.01% 1606