Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,644
Closed -$1.43M 59
2023
Q4
$1.43M Buy
+17,644
New +$1.43M 3.43% 7
2022
Q1
Sell
-1,602
Closed -$351K 107
2021
Q4
$351K Buy
+1,602
New +$351K 0.47% 79