Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$804K Sell
5,878
-292
-5% -$39.9K 0.09% 89
2024
Q2
$631K Buy
+6,170
New +$631K 0.07% 100
2021
Q1
Sell
-393
Closed -$53K 235
2020
Q4
$53K Buy
+393
New +$53K 0.05% 178