Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,128
Closed -$261K 165
2024
Q2
$261K Hold
1,128
0.08% 165
2024
Q1
$243K Buy
+1,128
New +$243K 0.12% 76
2023
Q3
$294K Buy
+1,144
New +$294K 0.17% 91
2023
Q2
Sell
-1,146
Closed -$319K 103
2023
Q1
$319K Sell
1,146
-12,612
-92% -$3.51M 0.19% 88
2022
Q4
$4.25M Buy
13,758
+12,572
+1,060% +$3.88M 2.74% 11
2022
Q3
$317K Sell
1,186
-13
-1% -$3.48K 0.23% 84
2022
Q2
$245K Buy
+1,199
New +$245K 0.17% 101
2021
Q4
$296K Buy
+1,144
New +$296K 0.35% 44