Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-150,000
Closed -$506K 71
2023
Q4
$506K Buy
+150,000
New +$506K 0.27% 28
2022
Q2
Sell
-75,000
Closed -$263K 42
2022
Q1
$263K Hold
75,000
0.2% 37
2021
Q4
$535K Buy
+75,000
New +$535K 0.23% 28