Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-24,939
Closed -$6.49M 358
2024
Q1
$6.49M Buy
24,939
+594
+2% +$154K 0.09% 111
2023
Q4
$6.22M Buy
24,345
+2,635
+12% +$673K 0.1% 102
2023
Q3
$4.56M Buy
21,710
+3,834
+21% +$805K 0.08% 107
2023
Q2
$3.46M Buy
17,876
+2,166
+14% +$419K 0.07% 112
2023
Q1
$3.07M Buy
15,710
+11,907
+313% +$2.32M 0.07% 118
2022
Q4
$839K Buy
+3,803
New +$839K 0.02% 191