Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,324
Closed -$224K 300
2024
Q1
$224K Buy
+1,324
New +$224K 0.06% 271
2022
Q2
Sell
-2,049
Closed -$386K 239
2022
Q1
$386K Buy
2,049
+727
+55% +$137K 0.16% 114
2021
Q4
$323K Buy
+1,322
New +$323K 0.16% 142