Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1357
2024
Q2
Hold
0
1426
2024
Q1
Sell
-128,901
Closed -$1.6M 1475
2023
Q4
$1.6M Sell
128,901
-177,174
-58% -$2.2M 0.01% 287
2023
Q3
$4.55M Buy
+306,075
New +$4.55M 0.02% 86
2023
Q2
Hold
0
1476
2022
Q3
Hold
0
2034
2022
Q2
Hold
0
2394