Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-24,900
Closed -$554K 759
2023
Q4
$554K Buy
24,900
+17,900
+256% +$398K 0.15% 247
2023
Q3
$213K Buy
+7,000
New +$213K 0.08% 376
2023
Q1
Sell
-6,662
Closed -$238K 553
2022
Q4
$238K Buy
+6,662
New +$238K 0.17% 228