Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,273
Closed -$328K 596
2023
Q4
$328K Sell
4,273
-1,559
-27% -$120K 0.1% 289
2023
Q3
$412K Buy
+5,832
New +$412K 0.21% 135
2022
Q2
Sell
-4,089
Closed -$395K 429
2022
Q1
$395K Buy
+4,089
New +$395K 0.17% 160