Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,623
Closed -$267K 1812
2023
Q4
$267K Buy
+5,623
New +$267K 0.02% 869
2023
Q1
Sell
-5,551
Closed -$273K 1588
2022
Q4
$273K Sell
5,551
-4,619
-45% -$227K 0.04% 706
2022
Q3
$419K Buy
+10,170
New +$419K 0.04% 602
2022
Q2
Sell
-6,523
Closed -$427K 1230
2022
Q1
$427K Buy
+6,523
New +$427K 0.1% 324