Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-68,697
Closed -$3.26M 1378
2023
Q4
$3.26M Buy
68,697
+378
+0.6% +$18K 0.08% 355
2023
Q3
$2.28M Sell
68,319
-440
-0.6% -$14.7K 0.07% 412
2023
Q2
$2.38M Buy
+68,759
New +$2.38M 0.08% 340
2022
Q1
Sell
-116,269
Closed -$4.92M 250
2021
Q4
$4.92M Buy
+116,269
New +$4.92M 0.55% 58