Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,936
Closed -$958K 548
2023
Q4
$958K Buy
+10,936
New +$958K 0.01% 388
2021
Q2
Sell
-119,559
Closed -$5.1M 686
2021
Q1
$5.1M Buy
+119,559
New +$5.1M 0.05% 316