Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,904
Closed -$144K 1103
2023
Q4
$144K Sell
8,904
-487
-5% -$7.86K ﹤0.01% 728
2023
Q3
$109K Buy
+9,391
New +$109K ﹤0.01% 764
2021
Q2
Sell
-449,240
Closed -$41.8M 907
2021
Q1
$41.8M Buy
+449,240
New +$41.8M 0.14% 155