Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-67,357
Closed -$2.64M 183
2023
Q4
$2.64M Buy
67,357
+45,487
+208% +$1.78M 0.62% 58
2023
Q3
$803K Buy
+21,870
New +$803K 0.21% 109
2022
Q3
Sell
-31,639
Closed -$770K 181
2022
Q2
$770K Buy
31,639
+279
+0.9% +$6.79K 0.23% 99
2022
Q1
$900K Buy
31,360
+16,595
+112% +$476K 0.23% 103
2021
Q4
$366K Buy
+14,765
New +$366K 0.09% 154