Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,000
Closed -$1.14M 316
2024
Q1
$1.14M Buy
17,000
+11,600
+215% +$777K 0.18% 71
2023
Q4
$332K Buy
+5,400
New +$332K 0.07% 121
2022
Q1
Sell
-4,520
Closed -$852K 454
2021
Q4
$852K Buy
4,520
+4,098
+971% +$772K 0.14% 77
2021
Q3
$110K Sell
422
-2,065
-83% -$538K 0.01% 264
2021
Q2
$725K Sell
2,487
-295
-11% -$86K 0.08% 137
2021
Q1
$676K Buy
+2,782
New +$676K 0.07% 126