Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-26,949
Closed -$144K 793
2024
Q2
$144K Buy
+26,949
New +$144K 0.02% 661
2024
Q1
Sell
-166,577
Closed -$1.16M 676
2023
Q4
$1.16M Buy
166,577
+116,650
+234% +$811K 0.13% 225
2023
Q3
$295K Buy
+49,927
New +$295K 0.03% 494
2022
Q4
Sell
-33,305
Closed -$275K 481
2022
Q3
$275K Buy
+33,305
New +$275K 0.06% 400