Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,034
Closed -$3.92M 292
2023
Q4
$3.92M Buy
21,034
+7,730
+58% +$1.44M 1.39% 12
2023
Q3
$2.66M Buy
+13,304
New +$2.66M 0.88% 41