Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,000
Closed -$1.03M 206
2023
Q4
$1.03M Hold
5,000
0.69% 21
2023
Q3
$900K Hold
5,000
0.63% 23
2023
Q2
$962K Hold
5,000
0.66% 24
2023
Q1
$834K Hold
5,000
0.51% 28
2022
Q4
$853K Buy
+5,000
New +$853K 0.66% 22