Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-50,000
Closed -$982K 36
2023
Q4
$982K Buy
+50,000
New +$982K 2.62% 10
2022
Q2
Hold
0
60
2022
Q1
Hold
0
82
2021
Q1
Sell
-4,000
Closed -$278K 125
2020
Q4
$278K Buy
+4,000
New +$278K 0.14% 87