Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-47,216
Closed -$1.81M 265
2023
Q4
$1.81M Sell
47,216
-673
-1% -$25.8K 0.05% 117
2023
Q3
$1.71M Sell
47,889
-518
-1% -$18.5K 0.06% 110
2023
Q2
$2.08M Buy
+48,407
New +$2.08M 0.07% 107