Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,751
Closed -$839K 790
2023
Q4
$839K Sell
6,751
-5,362
-44% -$667K 0.02% 310
2023
Q3
$1.28M Buy
+12,113
New +$1.28M 0.04% 251
2023
Q1
Sell
-4,724
Closed -$524K 1566
2022
Q4
$524K Buy
+4,724
New +$524K 0.02% 379