Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-47
Closed -$329K 622
2023
Q4
$329K Sell
47
-68
-59% -$476K 0.05% 387
2023
Q3
$686K Sell
115
-62
-35% -$370K 0.11% 276
2023
Q2
$1.12M Sell
177
-9
-5% -$57.2K 0.18% 176
2023
Q1
$1.04M Buy
186
+60
+48% +$334K 0.16% 199
2022
Q4
$581K Buy
+126
New +$581K 0.1% 297
2022
Q2
Sell
-55
Closed -$246K 525
2022
Q1
$246K Sell
55
-31
-36% -$139K 0.07% 335
2021
Q4
$508K Buy
+86
New +$508K 0.14% 219