Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-377,090
Closed -$2.97M 2937
2024
Q2
$2.97M Sell
377,090
-68,566
-15% -$540K 0.01% 640
2024
Q1
$3.65M Buy
445,656
+235,127
+112% +$1.93M 0.01% 558
2023
Q4
$1.46M Buy
+210,529
New +$1.46M ﹤0.01% 755
2023
Q2
Sell
-53,841
Closed -$380K 2953
2023
Q1
$380K Buy
53,841
+32,339
+150% +$228K 0.01% 1095
2022
Q4
$154K Buy
+21,502
New +$154K ﹤0.01% 1442