Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-274,665
Closed -$4.61M 140
2023
Q4
$4.61M Sell
274,665
-19,033
-6% -$319K 0.48% 78
2023
Q3
$4.41M Hold
293,698
0.28% 70
2023
Q2
$4.68M Hold
293,698
0.46% 67
2023
Q1
$5.47M Buy
293,698
+274,665
+1,443% +$5.11M 0.56% 54
2022
Q4
$350K Hold
19,033
0.06% 120
2022
Q3
$292K Buy
+19,033
New +$292K 0.07% 133