Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-35,112
Closed -$1.22M 138
2023
Q4
$1.22M Buy
35,112
+782
+2% +$27.2K 0.27% 83
2023
Q3
$1.08M Sell
34,330
-3,326
-9% -$105K 0.28% 88
2023
Q2
$1.12M Sell
37,656
-1,735
-4% -$51.7K 0.27% 90
2023
Q1
$1.12M Buy
+39,391
New +$1.12M 0.28% 91