Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,132
Closed -$146K 707
2023
Q4
$146K Buy
36,132
+17,124
+90% +$69.2K 0.01% 681
2023
Q3
$75.6K Sell
19,008
-5,558
-23% -$22.1K 0.01% 735
2023
Q2
$107K Buy
+24,566
New +$107K 0.01% 718
2022
Q4
Sell
-23,323
Closed -$84K 967
2022
Q3
$84K Sell
23,323
-43,788
-65% -$158K 0.01% 901
2022
Q2
$228K Buy
67,111
+24,900
+59% +$84.6K 0.01% 879
2022
Q1
$215K Buy
+42,211
New +$215K 0.01% 897
2021
Q3
Sell
-57,831
Closed -$271K 1390
2021
Q2
$271K Buy
+57,831
New +$271K 0.01% 1237