Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-48,755
Closed -$926K 494
2023
Q4
$926K Sell
48,755
-525
-1% -$9.97K 0.02% 345
2023
Q3
$814K Buy
+49,280
New +$814K 0.02% 345
2022
Q2
Sell
-37,680
Closed -$959K 468
2022
Q1
$959K Sell
37,680
-140,510
-79% -$3.58M 0.03% 252
2021
Q4
$4.52M Buy
+178,190
New +$4.52M 0.17% 80