Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,248
Closed -$355K 494
2024
Q1
$355K Buy
+1,248
New +$355K 0.13% 217
2022
Q3
Sell
-869
Closed -$211K 273
2022
Q2
$211K Sell
869
-523
-38% -$127K 0.2% 223
2022
Q1
$337K Buy
+1,392
New +$337K 0.15% 196