Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-63,409
Closed -$3.74M 96
2024
Q2
$3.74M Buy
63,409
+241
+0.4% +$14.2K 1.03% 28
2024
Q1
$4.34M Buy
63,168
+1,026
+2% +$70.5K 1.19% 25
2023
Q4
$4.85M Buy
62,142
+21,161
+52% +$1.65M 1.38% 21
2023
Q3
$2.65M Buy
40,981
+22,584
+123% +$1.46M 0.86% 28
2023
Q2
$1.56M Buy
+18,397
New +$1.56M 0.49% 41
2022
Q1
Sell
-9,567
Closed -$2.1M 85
2021
Q4
$2.1M Buy
9,567
+12
+0.1% +$2.63K 0.61% 37
2021
Q3
$1.99M Buy
9,555
+3,832
+67% +$797K 0.61% 36
2021
Q2
$1.18M Buy
+5,723
New +$1.18M 0.35% 45