Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-27,085
Closed -$1.22M 186
2023
Q4
$1.22M Sell
27,085
-47,922
-64% -$2.16M 0.04% 238
2023
Q3
$3.54M Buy
75,007
+68,833
+1,115% +$3.25M 0.12% 120
2023
Q2
$262K Buy
+6,174
New +$262K 0.01% 535
2023
Q1
Sell
-5,647
Closed -$288K 1159
2022
Q4
$288K Buy
+5,647
New +$288K 0.01% 489