Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,200
Closed -$1.14M 287
2024
Q1
$1.14M Buy
+9,200
New +$1.14M 0.04% 201
2022
Q2
Sell
-2,582
Closed -$391K 482
2022
Q1
$391K Buy
2,582
+826
+47% +$125K 0.02% 269
2021
Q4
$313K Buy
+1,756
New +$313K 0.01% 234