Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,056
Closed -$3.51M 1574
2023
Q4
$3.51M Sell
12,056
-5,043
-29% -$1.47M 0.01% 857
2023
Q3
$4.52M Buy
17,099
+131
+0.8% +$34.6K 0.01% 740
2023
Q2
$5.59M Sell
16,968
-3,397
-17% -$1.12M 0.02% 670
2023
Q1
$4.96M Sell
20,365
-6,629
-25% -$1.61M 0.02% 686
2022
Q4
$7.21M Buy
+26,994
New +$7.21M 0.03% 570
2022
Q3
Sell
-10,461
Closed -$2.22M 1505
2022
Q2
$2.22M Buy
+10,461
New +$2.22M 0.01% 879