Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-26,071
Closed -$1.61M 392
2024
Q1
$1.61M Sell
26,071
-28,524
-52% -$1.76M 0.69% 40
2023
Q4
$2.6M Buy
54,595
+43,831
+407% +$2.09M 0.92% 34
2023
Q3
$375K Buy
10,764
+3,255
+43% +$114K 0.12% 158
2023
Q2
$211K Buy
+7,509
New +$211K 0.04% 154
2023
Q1
Sell
-40,400
Closed -$1.05M 188
2022
Q4
$1.05M Buy
+40,400
New +$1.05M 0.72% 50