Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,129
Closed -$1.78M 1376
2024
Q1
$1.78M Sell
11,129
-19,750
-64% -$3.16M 0.03% 329
2023
Q4
$4.47M Buy
30,879
+28,755
+1,354% +$4.16M 0.08% 152
2023
Q3
$240K Buy
+2,124
New +$240K ﹤0.01% 791
2022
Q1
Sell
-3,651
Closed -$296K 881
2021
Q4
$296K Sell
3,651
-1,779
-33% -$144K 0.02% 490
2021
Q3
$414K Buy
5,430
+929
+21% +$70.8K 0.02% 426
2021
Q2
$379K Buy
+4,501
New +$379K 0.01% 579