Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,000
Closed -$87.4K 607
2023
Q4
$87.4K Sell
20,000
-480,000
-96% -$2.1M 0.01% 249
2023
Q3
$1.18M Buy
+500,000
New +$1.18M 0.08% 133