Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,950
Closed -$333K 680
2023
Q4
$333K Buy
+10,950
New +$333K 0.01% 547
2022
Q1
Sell
-6,745
Closed -$256K 554
2021
Q4
$256K Buy
+6,745
New +$256K 0.04% 308