Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,920
Closed -$52.2K 702
2024
Q2
$52.2K Buy
+13,920
New +$52.2K ﹤0.01% 556
2024
Q1
Sell
-54,725
Closed -$138K 731
2023
Q4
$138K Buy
+54,725
New +$138K 0.01% 686
2023
Q3
Sell
-109,359
Closed -$288K 847
2023
Q2
$288K Sell
109,359
-66,587
-38% -$175K 0.02% 542
2023
Q1
$477K Buy
175,946
+55,768
+46% +$151K 0.03% 700
2022
Q4
$310K Buy
+120,178
New +$310K 0.02% 778