Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-111,019
Closed -$5.19K 148
2024
Q2
$5.19K Sell
111,019
-2,101
-2% -$98 0.02% 87
2024
Q1
$3.98K Sell
113,120
-2,864
-2% -$101 0.02% 115
2023
Q4
$3.6M Buy
+115,984
New +$3.6M 0.48% 93
2022
Q2
Sell
-121,139
Closed -$3.29M 215
2022
Q1
$3.29M Buy
+121,139
New +$3.29M 0.41% 99