Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,137
Closed -$1.11M 86
2023
Q4
$1.11M Sell
8,137
-24
-0.3% -$3.27K 0.01% 67
2023
Q3
$1.12M Buy
+8,161
New +$1.12M 0.01% 86
2022
Q4
Sell
-63,235
Closed -$6.64M 15
2022
Q3
$6.64M Sell
63,235
-212,568
-77% -$22.3M 0.05% 87
2022
Q2
$24.6M Buy
+275,803
New +$24.6M 0.14% 28
2022
Q1
Hold
0
502
2021
Q4
Hold
0
523