Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-21,602
Closed -$130K 571
2024
Q2
$130K Buy
+21,602
New +$130K 0.01% 440
2022
Q3
Sell
-15,899
Closed -$151K 342
2022
Q2
$151K Sell
15,899
-9,017
-36% -$85.6K 0.07% 199
2022
Q1
$328K Buy
+24,916
New +$328K 0.15% 125