Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-69,419
Closed -$272K 875
2023
Q4
$272K Buy
69,419
+6,040
+10% +$23.7K ﹤0.01% 587
2023
Q3
$224K Buy
+63,379
New +$224K ﹤0.01% 595
2022
Q4
Sell
-414,352
Closed -$1.66M 956
2022
Q3
$1.66M Buy
414,352
+156,331
+61% +$625K 0.04% 378
2022
Q2
$1.55M Buy
+258,021
New +$1.55M 0.07% 257
2022
Q1
Sell
-45,737
Closed -$821K 753
2021
Q4
$821K Buy
+45,737
New +$821K 0.05% 369