Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-38,347
Closed -$953K 510
2023
Q4
$953K Sell
38,347
-413
-1% -$10.3K 0.02% 128
2023
Q3
$663K Buy
38,760
+12,274
+46% +$210K 0.02% 150
2023
Q2
$439K Buy
+26,486
New +$439K 0.01% 261