Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-906
Closed -$247K 734
2024
Q1
$247K Buy
+906
New +$247K 0.01% 585
2022
Q2
Sell
-1,295
Closed -$310K 552
2022
Q1
$310K Sell
1,295
-37
-3% -$8.86K 0.02% 452
2021
Q4
$363K Sell
1,332
-191
-13% -$52.1K 0.02% 426
2021
Q3
$381K Buy
+1,523
New +$381K 0.02% 403