Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$10K Hold
50
0.01% 63
2023
Q4
$8K Hold
50
0.01% 75
2023
Q3
$7K Sell
50
-19,809
-100% -$2.77M 0.01% 69
2023
Q2
$2.66M Sell
19,859
-2,272
-10% -$304K 2.21% 23
2023
Q1
$2.9M Buy
22,131
+4,190
+23% +$549K 2.62% 12
2022
Q4
$2.53M Sell
17,941
-5,718
-24% -$806K 2.65% 12
2022
Q3
$2.81M Sell
23,659
-423
-2% -$50.3K 3.35% 5
2022
Q2
$3.4M Sell
24,082
-11,743
-33% -$1.66M 3.86% 4
2022
Q1
$4.66M Buy
+35,825
New +$4.66M 3.7% 4