Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,534
Closed -$358K 542
2023
Q4
$358K Sell
2,534
-84,399
-97% -$11.9M 0.01% 464
2023
Q3
$11.7M Buy
86,933
+50,787
+141% +$6.82M 0.38% 32
2023
Q2
$5.19M Buy
36,146
+24,026
+198% +$3.45M 0.14% 97
2023
Q1
$1.69M Buy
12,120
+372
+3% +$51.9K 0.06% 192
2022
Q4
$1.46M Buy
+11,748
New +$1.46M 0.06% 233