Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-849
Closed -$221K 1027
2024
Q1
$221K Buy
+849
New +$221K 0.01% 631
2022
Q2
Sell
-1,199
Closed -$263K 966
2022
Q1
$263K Buy
+1,199
New +$263K 0.01% 687
2021
Q4
Sell
-881
Closed -$250K 997
2021
Q3
$250K Buy
+881
New +$250K 0.01% 869