Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,551
Closed -$1.16M 309
2023
Q4
$1.16M Buy
+7,551
New +$1.16M 0.05% 183
2022
Q3
Sell
-1,681
Closed -$204K 420
2022
Q2
$204K Hold
1,681
0.01% 362
2022
Q1
$264K Buy
1,681
+564
+50% +$88.6K 0.01% 315
2021
Q4
$203K Buy
+1,117
New +$203K 0.01% 295