Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37,127
Closed -$1.27M 124
2024
Q3
$1.27M Sell
37,127
-493,862
-93% -$16.9M 0.07% 83
2024
Q2
$20.6M Buy
+530,989
New +$20.6M 1.44% 24
2024
Q1
Sell
-139,567
Closed -$4.24M 93
2023
Q4
$4.24M Buy
+139,567
New +$4.24M 0.36% 43