Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$10.6M Sell
13,713
-2,260
-14% -$1.75M 0.17% 76
2024
Q2
$13.2M Sell
15,973
-469
-3% -$387K 0.26% 50
2024
Q1
$11.4M Buy
+16,442
New +$11.4M 0.28% 53
2023
Q4
Hold
0
89
2023
Q3
Hold
0
84
2023
Q2
Hold
0
80
2023
Q1
Hold
0
75
2017
Q3
Hold
0
-$18K 355
2017
Q2
Hold
0
210