Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,049
Closed -$219K 648
2024
Q1
$219K Sell
11,049
-21,693
-66% -$430K 0.08% 388
2023
Q4
$618K Buy
32,742
+18,167
+125% +$343K 0.2% 129
2023
Q3
$321K Buy
+14,575
New +$321K 0.16% 183
2022
Q1
Sell
-18,794
Closed -$405K 456
2021
Q4
$405K Buy
+18,794
New +$405K 0.18% 119