Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
34
2024
Q1
Hold
0
38
2023
Q4
Hold
0
55
2022
Q3
Sell
-63,650
Closed -$2.27M 110
2022
Q2
$2.27M Buy
63,650
+53,300
+515% +$1.9M 0.34% 20
2022
Q1
$625K Sell
10,350
-33,245
-76% -$2.01M 0.05% 76
2021
Q4
$2.15M Sell
43,595
-47,000
-52% -$2.32M 0.28% 22
2021
Q3
$4.27M Buy
+90,595
New +$4.27M 0.48% 14