Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1738
2024
Q2
Hold
0
1820
2024
Q1
Hold
0
1940
2023
Q4
Hold
0
1919
2023
Q3
Hold
0
1822
2023
Q2
Sell
-39,336
Closed -$698K 1920
2023
Q1
$698K Buy
+39,336
New +$698K ﹤0.01% 394
2022
Q4
Hold
0
2063
2022
Q3
Hold
0
2465
2022
Q2
Hold
0
2677
2022
Q1
Sell
-9,043
Closed -$314K 2554
2021
Q4
$314K Buy
+9,043
New +$314K ﹤0.01% 992