Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,008
Closed -$971K 487
2024
Q2
$971K Buy
+22,008
New +$971K 0.23% 164
2023
Q2
Sell
-3,263
Closed -$236K 395
2023
Q1
$236K Sell
3,263
-2,832
-46% -$205K 0.09% 367
2022
Q4
$414K Buy
+6,095
New +$414K 0.29% 131