Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-24,032
Closed -$4.2M 467
2023
Q4
$4.2M Sell
24,032
-20,593
-46% -$3.6M 0.07% 151
2023
Q3
$6.32M Buy
+44,625
New +$6.32M 0.12% 103
2023
Q1
Sell
-10,118
Closed -$1.21M 544
2022
Q4
$1.21M Buy
+10,118
New +$1.21M 0.03% 300