Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,532
Closed -$6.28M 218
2023
Q4
$6.28M Buy
+10,532
New +$6.28M 2.36% 6
2022
Q2
Sell
-1,112
Closed -$507K 191
2022
Q1
$507K Buy
1,112
+3
+0.3% +$1.37K 0.24% 89
2021
Q4
$629K Buy
+1,109
New +$629K 0.26% 79