Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,000
Closed -$367K 285
2023
Q4
$367K Buy
+4,000
New +$367K 0.01% 175
2022
Q4
Hold
0
251
2022
Q3
Hold
0
260
2018
Q3
Sell
-150,000
Closed -$6.39M 195
2018
Q2
$6.39M Buy
+150,000
New +$6.39M 0.24% 84