Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,707
Closed -$443K 606
2023
Q4
$443K Sell
14,707
-88,284
-86% -$2.66M 0.06% 238
2023
Q3
$2.65M Buy
102,991
+86,733
+533% +$2.23M 0.37% 71
2023
Q2
$499K Buy
+16,258
New +$499K 0.05% 291
2022
Q4
Sell
-8,400
Closed -$210K 453
2022
Q3
$210K Sell
8,400
-942
-10% -$23.6K 0.02% 272
2022
Q2
$306K Sell
9,342
-7,727
-45% -$253K 0.03% 320
2022
Q1
$620K Buy
+17,069
New +$620K 0.07% 212
2020
Q3
Sell
-16,761
Closed -$364K 389
2020
Q2
$364K Buy
+16,761
New +$364K 0.09% 103