Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-52,185
Closed -$2.95M 325
2024
Q1
$2.95M Sell
52,185
-968
-2% -$54.7K 0.17% 103
2023
Q4
$2.71M Buy
53,153
+14,076
+36% +$719K 0.17% 101
2023
Q3
$2.58M Buy
39,077
+460
+1% +$30.4K 0.18% 83
2023
Q2
$2.47M Sell
38,617
-1,090
-3% -$69.7K 0.16% 104
2023
Q1
$2.13M Buy
+39,707
New +$2.13M 0.15% 95