Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,959
Closed -$641K 344
2024
Q1
$641K Buy
+14,959
New +$641K 0.06% 138
2022
Q4
Sell
-11,008
Closed -$324K 317
2022
Q3
$324K Buy
11,008
+83
+0.8% +$2.44K 0.05% 177
2022
Q2
$594K Buy
10,925
+138
+1% +$7.5K 0.09% 122
2022
Q1
$587K Buy
10,787
+119
+1% +$6.48K 0.08% 125
2021
Q4
$588K Buy
+10,668
New +$588K 0.08% 126