Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,260
Closed -$315K 507
2023
Q4
$315K Sell
17,260
-36,065
-68% -$659K 0.09% 351
2023
Q3
$999K Buy
+53,325
New +$999K 0.3% 120
2023
Q2
Sell
-22,528
Closed -$400K 537
2023
Q1
$400K Buy
+22,528
New +$400K 0.24% 197
2022
Q4
Sell
-12,146
Closed -$203K 223
2022
Q3
$203K Buy
+12,146
New +$203K 0.73% 95