Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,847
Closed -$579K 60
2024
Q2
$579K Buy
1,847
+1,158
+168% +$363K 0.26% 37
2024
Q1
$215K Buy
+689
New +$215K 0.09% 53
2023
Q1
Sell
-138
Closed -$21.7K 67
2022
Q4
$21.7K Buy
138
+11
+9% +$1.73K 0.01% 85
2022
Q3
$17K Hold
127
0.01% 72
2022
Q2
$16K Buy
127
+42
+49% +$5.29K 0.03% 94
2022
Q1
$13K Buy
+85
New +$13K ﹤0.01% 132