Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-53,562
Closed -$2.19M 575
2023
Q4
$2.19M Buy
+53,562
New +$2.19M 0.19% 148
2022
Q2
Sell
-25,608
Closed -$2.59M 690
2022
Q1
$2.59M Buy
25,608
+23,453
+1,088% +$2.37M 0.47% 57
2021
Q4
$308K Buy
+2,155
New +$308K 0.12% 217
2021
Q3
Sell
-430
Closed -$47K 850
2021
Q2
$47K Buy
+430
New +$47K 0.01% 720