Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-79,198
Closed -$1.26M 920
2023
Q4
$1.26M Buy
+79,198
New +$1.26M 0.04% 235
2023
Q3
Hold
0
1416
2023
Q2
Sell
-117,418
Closed -$1.85M 1541
2023
Q1
$1.85M Buy
+117,418
New +$1.85M 0.06% 187
2022
Q4
Hold
0
1351