Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,328
Closed -$231K 2139
2023
Q4
$231K Buy
+11,328
New +$231K 0.01% 1481
2023
Q1
Sell
-39,700
Closed -$426K 1870
2022
Q4
$426K Buy
+39,700
New +$426K 0.02% 849
2021
Q3
Sell
-20,237
Closed -$421K 1349
2021
Q2
$421K Sell
20,237
-12,727
-39% -$265K 0.04% 531
2021
Q1
$792K Buy
+32,964
New +$792K 0.07% 285