Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,160
Closed -$194K 366
2023
Q4
$194K Buy
+3,160
New +$194K 0.02% 257
2021
Q1
Sell
-11,500
Closed -$2.69M 36
2020
Q4
$2.69M Buy
+11,500
New +$2.69M 1.63% 20