Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,649
Closed -$75K 472
2024
Q1
$75K Buy
16,649
+2,038
+14% +$9.18K ﹤0.01% 458
2023
Q4
$133K Buy
+14,611
New +$133K ﹤0.01% 453
2023
Q3
Sell
-110,454
Closed -$1.07M 482
2023
Q2
$1.07M Buy
110,454
+27,906
+34% +$270K 0.01% 340
2023
Q1
$868K Buy
82,548
+78,969
+2,206% +$830K 0.01% 370
2022
Q4
$35K Buy
+3,579
New +$35K ﹤0.01% 531