Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-300,000
Closed -$3.97M 140
2023
Q4
$3.97M Sell
300,000
-150,000
-33% -$1.98M 0.02% 53
2023
Q3
$5.07M Buy
+450,000
New +$5.07M 0.03% 49
2019
Q4
Sell
-105,000
Closed -$1.06M 355
2019
Q3
$1.06M Buy
+105,000
New +$1.06M 0.01% 197