Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,847
Closed -$3.21M 886
2023
Q4
$3.21M Buy
8,847
+3,958
+81% +$1.44M 0.02% 436
2023
Q3
$1.45M Sell
4,889
-2,576
-35% -$766K 0.01% 538
2023
Q2
$2.47M Buy
7,465
+1,260
+20% +$416K 0.02% 458
2023
Q1
$2.07M Buy
6,205
+1,937
+45% +$645K 0.02% 471
2022
Q4
$1.03M Sell
4,268
-28
-0.7% -$6.77K 0.01% 574
2022
Q3
$952K Buy
4,296
+2,552
+146% +$566K 0.01% 564
2022
Q2
$417K Buy
+1,744
New +$417K ﹤0.01% 668