Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,867
Closed -$100K 392
2024
Q2
$100K Buy
+2,867
New +$100K ﹤0.01% 367
2022
Q1
Sell
-5,356
Closed -$201K 439
2021
Q4
$201K Buy
+5,356
New +$201K 0.01% 417