Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,181
Closed -$247K 612
2024
Q1
$247K Sell
8,181
-15,076
-65% -$456K 0.09% 337
2023
Q4
$700K Buy
23,257
+10,112
+77% +$304K 0.22% 104
2023
Q3
$338K Buy
+13,145
New +$338K 0.17% 168
2022
Q1
Sell
-17,407
Closed -$656K 453
2021
Q4
$656K Buy
+17,407
New +$656K 0.29% 62