Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-96,553
Closed -$238K 670
2024
Q1
$238K Buy
+96,553
New +$238K 0.03% 458
2022
Q3
Sell
-16,415
Closed -$51K 369
2022
Q2
$51K Buy
+16,415
New +$51K 0.02% 234
2021
Q3
Sell
-16,101
Closed -$291K 366
2021
Q2
$291K Buy
+16,101
New +$291K 0.04% 189
2020
Q4
Sell
-12,282
Closed -$60K 552
2020
Q3
$60K Buy
+12,282
New +$60K 0.01% 481