Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,885
Closed -$2.23M 666
2023
Q4
$2.23M Buy
+7,885
New +$2.23M 0.24% 150
2023
Q1
Sell
-22,968
Closed -$4.46M 653
2022
Q4
$4.46M Buy
+22,968
New +$4.46M 0.51% 31
2022
Q3
Sell
-1,282
Closed -$278K 631
2022
Q2
$278K Buy
+1,282
New +$278K 0.03% 535