Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
366
2024
Q2
Hold
0
390
2024
Q1
Hold
0
307
2023
Q4
Sell
-116,874
Closed -$1.76M 168
2023
Q3
$1.76M Buy
116,874
+20,000
+21% +$300K 0.04% 42
2023
Q2
$1.55M Buy
+96,874
New +$1.55M 0.05% 43