Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-53,268
Closed -$4.71M 207
2024
Q3
$4.71M Hold
53,268
0.19% 51
2024
Q2
$4.01M Hold
53,268
0.17% 52
2024
Q1
$5.01M Hold
53,268
0.22% 48
2023
Q4
$5.78M Hold
53,268
0.3% 41
2023
Q3
$5.09M Hold
53,268
0.3% 42
2023
Q2
$5.88M Hold
53,268
0.33% 39
2023
Q1
$6.53M Hold
53,268
0.53% 35
2022
Q4
$6.23M Hold
53,268
0.5% 35
2022
Q3
$4.43M Hold
53,268
0.35% 43
2022
Q2
$5.44M Hold
53,268
0.41% 36
2022
Q1
$7.17M Hold
53,268
0.41% 33
2021
Q4
$8.88M Buy
+53,268
New +$8.88M 0.48% 34