Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,028
Closed -$980K 145
2023
Q4
$980K Buy
9,028
+771
+9% +$83.7K 0.53% 60
2023
Q3
$790K Buy
+8,257
New +$790K 0.55% 55
2022
Q1
Sell
-1,606
Closed -$268K 143
2021
Q4
$268K Buy
+1,606
New +$268K 0.21% 90