Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,387
Closed -$557K 839
2023
Q4
$557K Buy
12,387
+914
+8% +$41.1K 0.06% 404
2023
Q3
$676K Buy
+11,473
New +$676K 0.08% 331
2022
Q2
Sell
-30,431
Closed -$2.15M 639
2022
Q1
$2.15M Buy
+30,431
New +$2.15M 0.29% 112
2018
Q4
Sell
-6,669
Closed -$307K 721
2018
Q3
$307K Buy
+6,669
New +$307K 0.02% 513