Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-53,309
Closed -$214K 1894
2024
Q2
$214K Buy
53,309
+10,005
+23% +$40.2K 0.04% 516
2024
Q1
$180K Buy
43,304
+27,907
+181% +$116K 0.03% 663
2023
Q4
$56.2K Buy
+15,397
New +$56.2K 0.01% 1268
2023
Q2
Sell
-45,786
Closed -$116K 1774
2023
Q1
$116K Buy
45,786
+19,536
+74% +$49.4K 0.04% 686
2022
Q4
$134K Buy
+26,250
New +$134K 0.04% 581