Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-33,163
Closed -$816K 902
2023
Q4
$816K Sell
33,163
-57,294
-63% -$1.41M 0.02% 315
2023
Q3
$2.08M Sell
90,457
-39,541
-30% -$909K 0.07% 173
2023
Q2
$3.51M Buy
+129,998
New +$3.51M 0.1% 132
2023
Q1
Sell
-7,090
Closed -$263K 1659
2022
Q4
$263K Buy
+7,090
New +$263K 0.01% 509