Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
459
2023
Q4
Hold
0
1148
2023
Q3
Hold
0
1135
2023
Q2
Sell
-16,970
Closed -$2.22M 1237
2023
Q1
$2.22M Buy
16,970
+13,160
+345% +$1.73M 0.08% 176
2022
Q4
$537K Buy
+3,810
New +$537K 0.02% 376