Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,000
Closed -$181K 31
2023
Q4
$181K Buy
+10,000
New +$181K 0.3% 24
2021
Q1
Sell
-20,000
Closed -$598K 78
2020
Q4
$598K Buy
+20,000
New +$598K 0.49% 21