Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-123,139
Closed -$2.48M 109
2024
Q2
$2.48M Sell
123,139
-194,435
-61% -$3.91M 0.02% 68
2024
Q1
$6.28M Sell
317,574
-50,684
-14% -$1M 0.03% 59
2023
Q4
$6.33M Sell
368,258
-57,636
-14% -$991K 0.06% 38
2023
Q3
$5.3M Hold
425,894
0.04% 57
2023
Q2
$6.35M Hold
425,894
0.06% 51
2023
Q1
$4.95M Buy
+425,894
New +$4.95M 0.37% 33