Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-77,400
Closed -$5.29M 66
2023
Q4
$5.29M Hold
77,400
1.69% 27
2023
Q3
$4.4M Hold
77,400
1.61% 30
2023
Q2
$4.62M Hold
77,400
1.65% 29
2023
Q1
$4.91M Hold
77,400
1.83% 23
2022
Q4
$4.8M Hold
77,400
1.75% 25
2022
Q3
$3.87M Hold
77,400
1.53% 30
2022
Q2
$4.35M Sell
77,400
-9,365
-11% -$526K 1.58% 30
2022
Q1
$5.98M Buy
+86,765
New +$5.98M 1.82% 20