Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,382
Closed -$323K 509
2024
Q2
$323K Buy
+2,382
New +$323K 0.18% 170
2024
Q1
Sell
-9,208
Closed -$1.05M 415
2023
Q4
$1.05M Buy
+9,208
New +$1.05M 0.64% 31
2022
Q4
Sell
-15,272
Closed -$1.33M 374
2022
Q3
$1.33M Buy
+15,272
New +$1.33M 0.67% 38