Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
472
2023
Q4
Hold
0
1161
2023
Q3
Hold
0
1148
2023
Q2
Hold
0
1251
2023
Q1
Sell
-312,845
Closed -$8.27M 1334
2022
Q4
$8.27M Buy
+312,845
New +$8.27M 0.36% 35