Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,471
Closed -$301K 494
2024
Q1
$301K Buy
+7,471
New +$301K 0.04% 409
2022
Q1
Sell
-16,623
Closed -$703K 211
2021
Q4
$703K Sell
16,623
-1,485
-8% -$62.8K 0.12% 116
2021
Q3
$717K Buy
+18,108
New +$717K 0.06% 150
2019
Q2
Sell
-22,499
Closed -$421K 410
2019
Q1
$421K Buy
+22,499
New +$421K 0.04% 363