Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,607
Closed -$1.85M 296
2023
Q4
$1.85M Buy
11,607
+5,100
+78% +$811K 0.65% 51
2023
Q3
$861K Buy
+6,507
New +$861K 0.29% 106