Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,885
Closed -$650K 1841
2024
Q2
$650K Buy
+3,885
New +$650K 0.01% 664
2023
Q3
Sell
-2,095
Closed -$227K 1440
2023
Q2
$227K Sell
2,095
-2,148
-51% -$233K 0.01% 899
2023
Q1
$427K Buy
+4,243
New +$427K 0.01% 560
2020
Q2
Sell
-4,285
Closed -$217K 538
2020
Q1
$217K Buy
+4,285
New +$217K 0.01% 252