Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,404
Closed -$272K 536
2024
Q2
$272K Buy
+8,404
New +$272K 0.11% 325
2023
Q3
Sell
-12,603
Closed -$575K 398
2023
Q2
$575K Buy
+12,603
New +$575K 0.31% 101
2022
Q3
Sell
-8,565
Closed -$421K 310
2022
Q2
$421K Buy
+8,565
New +$421K 0.47% 59
2021
Q2
Sell
-17,353
Closed -$783K 611
2021
Q1
$783K Buy
+17,353
New +$783K 0.24% 102