Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-50,000
Closed -$189K 115
2023
Q4
$189K Buy
+50,000
New +$189K 0.06% 63
2021
Q3
Sell
-60,000
Closed -$1.67M 257
2021
Q2
$1.67M Buy
60,000
+45,000
+300% +$1.25M 0.42% 73
2021
Q1
$487K Buy
+15,000
New +$487K 0.14% 161