Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,943
Closed -$1.2M 1036
2024
Q2
$1.2M Sell
14,943
-5,994
-29% -$481K 0.01% 474
2024
Q1
$1.3M Buy
20,937
+8,920
+74% +$555K 0.01% 472
2023
Q4
$745K Buy
+12,017
New +$745K 0.01% 547
2023
Q2
Sell
-17,330
Closed -$1.43M 1070
2023
Q1
$1.43M Sell
17,330
-517
-3% -$42.7K 0.01% 462
2022
Q4
$909K Sell
17,847
-641
-3% -$32.7K 0.01% 591
2022
Q3
$1.34M Sell
18,488
-811
-4% -$58.7K 0.01% 664
2022
Q2
$1.25M Buy
+19,299
New +$1.25M ﹤0.01% 734