Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,337
Closed -$53.3K 671
2023
Q4
$53.3K Buy
+4,337
New +$53.3K 0.01% 347
2023
Q3
Sell
-66,254
Closed -$896K 257
2023
Q2
$896K Sell
66,254
-82
-0.1% -$1.11K 0.15% 142
2023
Q1
$779K Buy
66,336
+4,024
+6% +$47.3K 0.14% 145
2022
Q4
$601K Buy
+62,312
New +$601K 0.12% 151