Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$707K Buy
+16,499
New +$707K 0.38% 79
2022
Q2
Sell
-4,814
Closed -$262K 159
2022
Q1
$262K Sell
4,814
-197
-4% -$10.7K 0.15% 138
2021
Q4
$276K Buy
+5,011
New +$276K 0.16% 133