Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,399
Closed -$2.78M 68
2023
Q4
$2.78M Buy
5,399
+106
+2% +$54.6K 1.43% 26
2023
Q3
$2.43M Buy
+5,293
New +$2.43M 1.49% 23
2020
Q3
Sell
-57
Closed -$11K 250
2020
Q2
$11K Buy
+57
New +$11K 0.01% 169