Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,653
Closed -$261K 521
2024
Q2
$261K Buy
3,653
+716
+24% +$51.1K 0.19% 243
2024
Q1
$238K Sell
2,937
-19,778
-87% -$1.61M 0.21% 229
2023
Q4
$1.66M Buy
+22,715
New +$1.66M 0.48% 41
2023
Q3
Sell
-5,172
Closed -$384K 604
2023
Q2
$384K Buy
+5,172
New +$384K 0.2% 212
2022
Q2
Sell
-5,850
Closed -$478K 397
2022
Q1
$478K Buy
+5,850
New +$478K 0.25% 178