Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-47,000
Closed -$1.85M 570
2024
Q1
$1.85M Buy
47,000
+17,000
+57% +$669K 0.44% 30
2023
Q4
$1.22M Buy
+30,000
New +$1.22M 0.32% 73
2023
Q2
Sell
-10,300
Closed -$352K 426
2023
Q1
$352K Sell
10,300
-13,721
-57% -$468K 0.14% 260
2022
Q4
$748K Buy
+24,021
New +$748K 0.52% 55