Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,641
Closed -$234K 178
2023
Q4
$234K Sell
20,641
-23,415
-53% -$266K 0.01% 537
2023
Q3
$393K Sell
44,056
-53,737
-55% -$479K 0.01% 455
2023
Q2
$868K Buy
97,793
+88,666
+971% +$787K 0.02% 324
2023
Q1
$149K Buy
9,127
+2,735
+43% +$44.6K 0.01% 528
2022
Q4
$162K Buy
+6,392
New +$162K 0.01% 628