Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-50,000
Closed -$1.01M 86
2023
Q4
$1.01M Buy
50,000
+30,000
+150% +$608K 0.6% 54
2023
Q3
$418K Buy
+20,000
New +$418K 0.38% 55
2022
Q2
Sell
-50,000
Closed -$981K 69
2022
Q1
$981K Buy
+50,000
New +$981K 0.52% 57