Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,405
Closed -$643K 107
2023
Q4
$643K Sell
1,405
-64
-4% -$29.3K 0.37% 50
2023
Q3
$715K Buy
+1,469
New +$715K 0.41% 41
2021
Q1
Sell
-640
Closed -$263K 113
2020
Q4
$263K Buy
+640
New +$263K 0.13% 93