Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-100,839
Closed -$1.67M 232
2023
Q4
$1.67M Buy
100,839
+12,606
+14% +$209K 0.06% 120
2023
Q3
$1.99M Hold
88,233
0.1% 98
2023
Q2
$2.82M Buy
+88,233
New +$2.82M 0.21% 86