Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-51,762
Closed -$3.06M 254
2024
Q2
$3.06M Buy
51,762
+16,188
+46% +$958K 0.02% 38
2024
Q1
$2.33M Buy
35,574
+16,644
+88% +$1.09M 0.02% 114
2023
Q4
$1.36M Buy
+18,930
New +$1.36M 0.01% 145
2022
Q4
Sell
-711
Closed -$52K 196
2022
Q3
$52K Buy
+711
New +$52K ﹤0.01% 95