Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,750
Closed -$520K 2240
2023
Q4
$520K Buy
+9,750
New +$520K 0.02% 1039
2022
Q4
Sell
-90,790
Closed -$2.12M 1971
2022
Q3
$2.12M Buy
+90,790
New +$2.12M 0.08% 369
2021
Q2
Sell
-16,185
Closed -$745K 1353
2021
Q1
$745K Buy
+16,185
New +$745K 0.07% 300