Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,000
Closed -$1.89M 259
2024
Q2
$1.89M Hold
20,000
0.53% 30
2024
Q1
$2.21M Hold
20,000
0.81% 25
2023
Q4
$1.73M Hold
20,000
0.63% 26
2023
Q3
$1.4M Hold
20,000
0.61% 31
2023
Q2
$1.33M Hold
20,000
0.54% 36
2023
Q1
$1.18M Hold
20,000
0.63% 45
2022
Q4
$938K Hold
20,000
0.48% 53
2022
Q3
$667K Hold
20,000
0.5% 54
2022
Q2
$875K Buy
+20,000
New +$875K 0.6% 52