Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$3.48M Sell
58,851
-49,716
-46% -$2.94M 0.03% 73
2024
Q2
$6.42M Buy
+108,567
New +$6.42M 0.07% 52
2022
Q2
Sell
-1,809
Closed -$298K 31
2022
Q1
$298K Hold
1,809
0.25% 26
2021
Q4
$476K Buy
+1,809
New +$476K 0.39% 24