Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,000
Closed -$759K 338
2023
Q4
$759K Buy
+3,000
New +$759K 0.18% 184
2022
Q1
Sell
-880
Closed -$228K 155
2021
Q4
$228K Buy
+880
New +$228K 0.05% 155
2021
Q3
Sell
-1,631
Closed -$487K 147
2021
Q2
$487K Buy
+1,631
New +$487K 0.15% 121