Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,316
Closed -$308K 534
2023
Q4
$308K Sell
2,316
-2,134
-48% -$283K 0.17% 260
2023
Q3
$503K Buy
+4,450
New +$503K 0.31% 103
2023
Q1
Sell
-2,241
Closed -$226K 454
2022
Q4
$226K Buy
+2,241
New +$226K 0.15% 291
2022
Q3
Sell
-3,166
Closed -$282K 474
2022
Q2
$282K Buy
+3,166
New +$282K 0.19% 239