Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$877K Sell
23,541
-674
-3% -$25.1K 0.02% 242
2023
Q4
$749K Sell
24,215
-205
-0.8% -$6.34K 0.02% 373
2023
Q3
$821K Buy
+24,420
New +$821K 0.02% 342
2022
Q2
Sell
-25,237
Closed -$719K 453
2022
Q1
$719K Sell
25,237
-1,631
-6% -$46.5K 0.02% 279
2021
Q4
$765K Buy
+26,868
New +$765K 0.03% 238