Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,200
Closed -$2.48M 297
2024
Q2
$2.48M Buy
+4,200
New +$2.48M 0.34% 36
2024
Q1
Sell
-500
Closed -$290K 315
2023
Q4
$290K Buy
+500
New +$290K 0.06% 128
2023
Q3
Sell
-569
Closed -$303K 312
2023
Q2
$303K Sell
569
-131
-19% -$69.7K 0.04% 165
2023
Q1
$300K Buy
+700
New +$300K 0.06% 163
2021
Q2
Sell
-500
Closed -$227K 416
2021
Q1
$227K Buy
+500
New +$227K 0.02% 231