Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,981
Closed -$573K 642
2023
Q4
$573K Sell
10,981
-66,513
-86% -$3.47M 0.06% 408
2023
Q3
$3.93M Buy
+77,494
New +$3.93M 0.48% 42
2022
Q4
Sell
-5,313
Closed -$316K 644
2022
Q3
$316K Buy
+5,313
New +$316K 0.03% 452