Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$748K Hold
5,000
0.47% 64
2024
Q2
$646K Buy
+5,000
New +$646K 0.46% 63
2022
Q1
Sell
-25,000
Closed -$2.35M 108
2021
Q4
$2.35M Buy
+25,000
New +$2.35M 1.78% 17
2020
Q3
Sell
-35,000
Closed -$2.06M 68
2020
Q2
$2.06M Buy
+35,000
New +$2.06M 2.02% 20