Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-42,445
Closed -$551K 204
2024
Q1
$551K Sell
42,445
-14,631
-26% -$190K 0.05% 446
2023
Q4
$1.02M Buy
+57,076
New +$1.02M 0.11% 295
2023
Q2
Sell
-44,923
Closed -$798K 588
2023
Q1
$798K Buy
+44,923
New +$798K 0.09% 335
2022
Q2
Sell
-37,116
Closed -$645K 686
2022
Q1
$645K Buy
+37,116
New +$645K 0.07% 427