Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,338
Closed -$147K 1506
2024
Q1
$147K Sell
12,338
-11,795
-49% -$141K 0.01% 1204
2023
Q4
$297K Buy
+24,133
New +$297K 0.03% 826
2023
Q1
Sell
-14,399
Closed -$139K 1251
2022
Q4
$139K Buy
+14,399
New +$139K 0.02% 875