Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,625
Closed -$2.83M 6
2024
Q2
$2.83M Hold
14,625
2.51% 11
2024
Q1
$2.64M Hold
14,625
2.34% 9
2023
Q4
$2.22M Buy
+14,625
New +$2.22M 2.19% 8
2023
Q2
Sell
-45,200
Closed -$4.67M 17
2023
Q1
$4.67M Buy
45,200
+30,200
+201% +$3.12M 4% 9
2022
Q4
$1.26M Buy
+15,000
New +$1.26M 1.09% 12