Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,049
Closed -$1.33M 372
2024
Q2
$1.33M Buy
6,049
+58
+1% +$12.7K 0.21% 141
2024
Q1
$1.52M Buy
5,991
+3,856
+181% +$977K 0.24% 141
2023
Q4
$510K Buy
+2,135
New +$510K 0.08% 313
2019
Q1
Sell
-76
Closed -$14K 817
2018
Q4
$14K Buy
+76
New +$14K 0.06% 431