Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.34M Buy
+20,000
New +$1.34M 0.84% 40
2024
Q1
Sell
-23,114
Closed -$1.05M 72
2023
Q4
$1.05M Buy
+23,114
New +$1.05M 0.63% 53
2022
Q1
Sell
-25,000
Closed -$403K 99
2021
Q4
$403K Sell
25,000
-30,000
-55% -$484K 0.31% 60
2021
Q3
$915K Buy
+55,000
New +$915K 0.54% 50
2021
Q1
Sell
-135,000
Closed -$2.26M 78
2020
Q4
$2.26M Buy
+135,000
New +$2.26M 1.67% 22