Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-154,435
Closed -$2.59M 97
2024
Q2
$2.59M Sell
154,435
-1
-0% -$17 0.2% 38
2024
Q1
$1.79M Hold
154,436
0.13% 57
2023
Q4
$2.56M Hold
154,436
0.25% 43
2023
Q3
$3.49M Buy
154,436
+3,635
+2% +$82.2K 0.41% 33
2023
Q2
$4.83M Buy
150,801
+101,720
+207% +$3.26M 0.45% 29
2023
Q1
$1.46M Buy
49,081
+37,695
+331% +$1.12M 0.21% 40
2022
Q4
$536K Buy
+11,386
New +$536K 0.11% 63