Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,091
Closed -$364K 485
2023
Q4
$364K Buy
8,091
+3,635
+82% +$164K 0.2% 205
2023
Q3
$211K Sell
4,456
-3,189
-42% -$151K 0.13% 349
2023
Q2
$325K Buy
+7,645
New +$325K 0.22% 197
2022
Q2
Sell
-5,230
Closed -$317K 413
2022
Q1
$317K Buy
+5,230
New +$317K 0.26% 182