Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
8
2024
Q1
Sell
-6,484
Closed -$4.91M 7
2023
Q4
$4.91M Buy
+6,484
New +$4.91M 7.84% 1
2023
Q3
Hold
0
12
2023
Q2
Hold
0
5
2023
Q1
Sell
-8,100
Closed -$4.43M 15
2022
Q4
$4.43M Buy
+8,100
New +$4.43M 2.57% 3
2022
Q3
Sell
-26,600
Closed -$12.7M 19
2022
Q2
$12.7M Buy
+26,600
New +$12.7M 5.35% 2
2022
Q1
Hold
0
10
2021
Q4
Hold
0
8