Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$286K Hold
2,324
0.29% 42
2023
Q4
$282K Sell
2,324
-10,896
-82% -$1.32M 0.25% 47
2023
Q3
$1.56M Sell
13,220
-798
-6% -$94.4K 1.45% 37
2023
Q2
$1.84M Buy
14,018
+7,219
+106% +$949K 1.53% 38
2023
Q1
$919K Sell
6,799
-294
-4% -$39.7K 0.83% 43
2022
Q4
$984K Buy
+7,093
New +$984K 1.03% 39
2022
Q2
Sell
-18,011
Closed -$2.63M 75
2022
Q1
$2.63M Buy
+18,011
New +$2.63M 2.09% 23