Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-136,866
Closed -$4.12M 74
2023
Q4
$4.12M Sell
136,866
-5,061
-4% -$152K 0.43% 88
2023
Q3
$3.65M Hold
141,927
0.23% 85
2023
Q2
$4.36M Hold
141,927
0.43% 78
2023
Q1
$3.93M Buy
141,927
+77,877
+122% +$2.16M 0.4% 85
2022
Q4
$1.72M Hold
64,050
0.31% 77
2022
Q3
$1.6M Hold
64,050
0.37% 79
2022
Q2
$2.1M Buy
+64,050
New +$2.1M 0.43% 33