Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28,169
Closed -$806K 632
2024
Q2
$806K Hold
28,169
0.03% 339
2024
Q1
$1.07M Buy
+28,169
New +$1.07M 0.04% 285
2023
Q4
Sell
-20,569
Closed -$700K 504
2023
Q3
$700K Buy
20,569
+12,931
+169% +$440K 0.03% 340
2023
Q2
$300K Hold
7,638
0.01% 486
2023
Q1
$245K Hold
7,638
0.01% 525
2022
Q4
$238K Buy
+7,638
New +$238K 0.01% 527