Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,032
Closed -$463K 1053
2024
Q1
$463K Buy
+18,032
New +$463K 0.1% 300
2023
Q2
Sell
-29,293
Closed -$348K 996
2023
Q1
$348K Buy
+29,293
New +$348K 0.05% 397
2022
Q2
Sell
-17,655
Closed -$531K 754
2022
Q1
$531K Sell
17,655
-26,195
-60% -$788K 0.09% 274
2021
Q4
$1.29M Buy
+43,850
New +$1.29M 0.08% 336
2020
Q4
Sell
-1,932
Closed -$81K 1125
2020
Q3
$81K Buy
+1,932
New +$81K 0.01% 738