Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,418
Closed -$225K 569
2024
Q1
$225K Buy
+10,418
New +$225K 0.03% 468
2020
Q4
Sell
-107,284
Closed -$1.94M 458
2020
Q3
$1.94M Buy
+107,284
New +$1.94M 0.19% 127