Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,426
Closed -$352K 885
2023
Q4
$352K Buy
+7,426
New +$352K 0.01% 679
2022
Q1
Sell
-28,090
Closed -$1.02M 972
2021
Q4
$1.02M Buy
28,090
+16,110
+134% +$584K 0.03% 398
2021
Q3
$446K Buy
+11,980
New +$446K 0.02% 554