Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,404
Closed -$403K 620
2024
Q2
$403K Buy
+14,404
New +$403K 0.21% 96
2022
Q1
Sell
-22,016
Closed -$1.3M 473
2021
Q4
$1.3M Buy
+22,016
New +$1.3M 0.58% 13