Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,846
Closed -$623K 101
2023
Q4
$623K Sell
12,846
-999
-7% -$48.5K 0.15% 98
2023
Q3
$564K Buy
+13,845
New +$564K 0.15% 98
2021
Q4
Sell
-61,856
Closed -$4.52M 211
2021
Q3
$4.52M Buy
+61,856
New +$4.52M 1.07% 11