Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-26,000
Closed -$4.63M 565
2024
Q2
$4.63M Buy
26,000
+8,800
+51% +$1.57M 0.03% 344
2024
Q1
$3.47M Buy
+17,200
New +$3.47M 0.02% 374
2023
Q2
Sell
-13,500
Closed -$2.21M 605
2023
Q1
$2.21M Buy
+13,500
New +$2.21M 0.02% 354