Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-197,408
Closed -$1.79M 143
2024
Q1
$1.79M Hold
197,408
0.48% 40
2023
Q4
$2.16M Hold
197,408
0.61% 29
2023
Q3
$2.48M Hold
197,408
1.14% 12
2023
Q2
$2.59M Hold
197,408
1.85% 17
2023
Q1
$3.96M Hold
197,408
2.82% 8
2022
Q4
$3.77M Hold
197,408
3.57% 8
2022
Q3
$3.38M Hold
197,408
2.55% 13
2022
Q2
$4.57M Hold
197,408
3.26% 8
2022
Q1
$4.84M Hold
197,408
2.84% 12
2021
Q4
$6.12M Buy
+197,408
New +$6.12M 3.28% 8