Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
697
2023
Q4
Sell
-99,700
Closed -$1.61M 1294
2023
Q3
$1.61M Buy
+99,700
New +$1.61M 0.05% 215
2023
Q2
Hold
0
1402
2023
Q1
Sell
-34,947
Closed -$568K 1496
2022
Q4
$568K Buy
+34,947
New +$568K 0.02% 366