Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,000
Closed -$994K 11
2023
Q4
$994K Hold
4,000
0.98% 9
2023
Q3
$1M Buy
+4,000
New +$1M 1.17% 9
2023
Q2
Sell
-36,000
Closed -$7.47M 27
2023
Q1
$7.47M Hold
36,000
6.4% 5
2022
Q4
$4.43M Buy
+36,000
New +$4.43M 3.82% 8