Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,599
Closed -$41.3K 289
2023
Q4
$41.3K Hold
23,599
0.01% 206
2023
Q3
$46K Sell
23,599
-282,974
-92% -$552K 0.01% 221
2023
Q2
$644K Sell
306,573
-198,658
-39% -$417K 0.12% 151
2023
Q1
$1.13M Buy
+505,231
New +$1.13M 0.13% 156
2022
Q3
Sell
-170,176
Closed -$1.69M 406
2022
Q2
$1.69M Buy
170,176
+18,694
+12% +$185K 0.32% 67
2022
Q1
$1.5M Buy
+151,482
New +$1.5M 0.54% 40