Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.06M Hold
1,949
1.85% 2
2024
Q2
$838K Sell
1,949
-300
-13% -$129K 1.44% 5
2024
Q1
$885K Sell
2,249
-1,500
-40% -$591K 1.01% 4
2023
Q4
$1.43M Sell
3,749
-4,400
-54% -$1.67M 2.28% 6
2023
Q3
$4.01M Buy
+8,149
New +$4.01M 5.62% 2
2023
Q2
Hold
0
4
2022
Q1
Hold
0
9
2021
Q4
Hold
0
7