Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-85,586
Closed -$616K 113
2023
Q4
$616K Buy
+85,586
New +$616K 0.33% 70
2022
Q3
Hold
0
173
2022
Q2
Hold
0
165