Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
216
2024
Q2
Hold
0
259
2024
Q1
Hold
0
361
2023
Q4
Sell
-89,902
Closed -$5.7M 318
2023
Q3
$5.7M Buy
89,902
+51,849
+136% +$3.29M 0.04% 80
2023
Q2
$2.35M Sell
38,053
-93,885
-71% -$5.79M 0.02% 70
2023
Q1
$8.38M Buy
+131,938
New +$8.38M 0.08% 50