Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,860
Closed -$227K 447
2024
Q1
$227K Buy
+3,860
New +$227K 0.13% 225
2023
Q2
Sell
-7,688
Closed -$427K 429
2023
Q1
$427K Sell
7,688
-9,415
-55% -$523K 0.21% 145
2022
Q4
$905K Buy
+17,103
New +$905K 0.44% 76
2022
Q2
Sell
-4,183
Closed -$218K 319
2022
Q1
$218K Buy
+4,183
New +$218K 0.12% 182