Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-32,133
Closed -$9.35M 74
2023
Q4
$9.35M Buy
+32,133
New +$9.35M 0.28% 36
2023
Q3
Hold
0
898
2023
Q2
Sell
-44
Closed -$13.9K 985
2023
Q1
$13.9K Sell
44
-12,068
-100% -$3.8M ﹤0.01% 915
2022
Q4
$3.64M Buy
+12,112
New +$3.64M 0.16% 109