Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,188
Closed -$908K 418
2023
Q4
$908K Sell
23,188
-4,632
-17% -$181K 0.04% 78
2023
Q3
$1.02M Buy
+27,820
New +$1.02M 0.02% 79
2021
Q3
Sell
-10,916
Closed -$193K 559
2021
Q2
$193K Buy
+10,916
New +$193K ﹤0.01% 390