Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,000
Closed -$363K 45
2023
Q4
$363K Buy
+1,000
New +$363K 0.19% 41
2022
Q2
Sell
-1,440
Closed -$457K 33
2022
Q1
$457K Buy
1,440
+700
+95% +$222K 0.54% 38
2021
Q4
$297K Sell
740
-540
-42% -$217K 0.28% 33
2021
Q3
$436K Buy
+1,280
New +$436K 0.17% 77