Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
81
2023
Q4
Sell
-59,455
Closed -$5.86M 939
2023
Q3
$5.86M Buy
59,455
+20,811
+54% +$2.05M 0.19% 82
2023
Q2
$3.95M Sell
38,644
-21,243
-35% -$2.17M 0.11% 117
2023
Q1
$6.72M Buy
59,887
+55,322
+1,212% +$6.21M 0.23% 74
2022
Q4
$425K Buy
+4,565
New +$425K 0.02% 419