Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,506
Closed -$98.5K 1826
2023
Q4
$98.5K Buy
12,506
+1,049
+9% +$8.27K 0.01% 1182
2023
Q3
$72.5K Sell
11,457
-6,253
-35% -$39.6K ﹤0.01% 1171
2023
Q2
$144K Buy
17,710
+11,463
+183% +$93.1K 0.01% 1074
2023
Q1
$54.7K Sell
6,247
-9,692
-61% -$84.9K ﹤0.01% 1235
2022
Q4
$138K Buy
15,939
+13,410
+530% +$116K 0.01% 1029
2022
Q3
$22K Buy
+2,529
New +$22K ﹤0.01% 1345
2021
Q4
Sell
-8,232
Closed -$164K 1791
2021
Q3
$164K Buy
8,232
+2,625
+47% +$52.3K 0.01% 851
2021
Q2
$198K Buy
+5,607
New +$198K 0.02% 753