Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-50,041
Closed -$644K 89
2023
Q4
$644K Buy
+50,041
New +$644K 0.22% 64
2023
Q1
Sell
-53,076
Closed -$547K 67
2022
Q4
$547K Buy
+53,076
New +$547K 0.24% 47
2022
Q1
Sell
-50,107
Closed -$637K 72
2021
Q4
$637K Buy
+50,107
New +$637K 0.31% 52