Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,554
Closed -$420K 559
2023
Q4
$420K Buy
+8,554
New +$420K 0.03% 367
2022
Q2
Sell
-6,381
Closed -$295K 513
2022
Q1
$295K Sell
6,381
-18,195
-74% -$841K 0.02% 422
2021
Q4
$2.47M Buy
+24,576
New +$2.47M 0.2% 117