Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-50,224
Closed -$1.65M 10
2024
Q1
$1.65M Buy
+50,224
New +$1.65M 0.16% 220
2023
Q2
Sell
-24,381
Closed -$999K 501
2023
Q1
$999K Buy
24,381
+11,599
+91% +$475K 0.11% 300
2022
Q4
$443K Buy
+12,782
New +$443K 0.05% 463
2022
Q3
Sell
-20,449
Closed -$606K 513
2022
Q2
$606K Buy
+20,449
New +$606K 0.06% 433