Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-137,389
Closed -$4.32M 3865
2023
Q4
$4.32M Sell
137,389
-33,838
-20% -$1.06M ﹤0.01% 2315
2023
Q3
$2.6M Sell
171,227
-2,755
-2% -$41.8K ﹤0.01% 2496
2023
Q2
$2.69M Buy
+173,982
New +$2.69M ﹤0.01% 2531