Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-66,435
Closed -$4.54M 167
2023
Q4
$4.54M Buy
+66,435
New +$4.54M 0.39% 85
2022
Q3
Sell
-20,500
Closed -$1.15M 213
2022
Q2
$1.15M Sell
20,500
-41,716
-67% -$2.34M 0.15% 111
2022
Q1
$4.29M Buy
62,216
+26,344
+73% +$1.82M 0.51% 42
2021
Q4
$1.93M Buy
+35,872
New +$1.93M 0.14% 117