Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-34,786
Closed -$389K 474
2024
Q2
$389K Buy
+34,786
New +$389K 0.18% 153
2023
Q4
Sell
-10,543
Closed -$141K 457
2023
Q3
$141K Sell
10,543
-25,552
-71% -$342K 0.08% 308
2023
Q2
$484K Buy
+36,095
New +$484K 0.27% 102
2022
Q3
Sell
-20,034
Closed -$293K 502
2022
Q2
$293K Sell
20,034
-45,098
-69% -$660K 0.05% 252
2022
Q1
$1.3M Buy
65,132
+50,351
+341% +$1.01M 0.12% 140
2021
Q4
$207K Buy
+14,781
New +$207K 0.02% 511