Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-368,638
Closed -$5.22M 75
2023
Q4
$5.22M Buy
368,638
+141,992
+63% +$2.01M 0.85% 34
2023
Q3
$3.05M Buy
+226,646
New +$3.05M 0.54% 40
2021
Q3
Hold
0
-$3.12M 134
2021
Q2
Hold
0
26