Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-107,217
Closed -$446K 346
2024
Q1
$446K Sell
107,217
-45,710
-30% -$190K 0.07% 231
2023
Q4
$558K Buy
+152,927
New +$558K 0.1% 222
2021
Q2
Sell
-35,108
Closed -$1.33M 437
2021
Q1
$1.33M Sell
35,108
-19,175
-35% -$727K 0.2% 251
2020
Q4
$1.79M Buy
+54,283
New +$1.79M 0.29% 156