Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,082
Closed -$241K 2462
2023
Q4
$241K Sell
10,082
-3,313
-25% -$79.3K 0.05% 807
2023
Q3
$263K Buy
+13,395
New +$263K 0.04% 823
2021
Q3
Sell
-4,477
Closed -$226K 1145
2021
Q2
$226K Buy
+4,477
New +$226K 0.08% 508