Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,798
Closed -$209K 340
2024
Q1
$209K Buy
+4,798
New +$209K 0.02% 350
2022
Q3
Sell
-5,684
Closed -$309K 284
2022
Q2
$309K Buy
5,684
+243
+4% +$13.2K 0.05% 219
2022
Q1
$296K Sell
5,441
-1,341
-20% -$73K 0.05% 219
2021
Q4
$374K Buy
+6,782
New +$374K 0.07% 202