Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,000
Closed -$56.8K 42
2024
Q1
$56.8K Sell
14,000
-162,748
-92% -$661K 0.03% 30
2023
Q4
$242K Buy
+176,748
New +$242K 0.24% 16
2023
Q3
Hold
0
81
2023
Q2
Hold
0
86
2023
Q1
Sell
-24,523
Closed -$218K 93
2022
Q4
$218K Buy
+24,523
New +$218K 0.19% 39