Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,930
Closed -$307K 378
2024
Q1
$307K Buy
+2,930
New +$307K 0.03% 517
2023
Q3
Sell
-28,397
Closed -$1.97M 671
2023
Q2
$1.97M Buy
+28,397
New +$1.97M 0.25% 156
2022
Q2
Sell
-19,229
Closed -$2.9M 788
2022
Q1
$2.9M Buy
+19,229
New +$2.9M 0.31% 87
2021
Q3
Sell
-19,249
Closed -$4.71M 664
2021
Q2
$4.71M Buy
+19,249
New +$4.71M 0.42% 60