Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,895
Closed -$780K 361
2024
Q1
$780K Sell
18,895
-2,333
-11% -$96.3K 0.06% 264
2023
Q4
$874K Buy
+21,228
New +$874K 0.08% 262
2021
Q3
Sell
-1,081
Closed -$83K 381
2021
Q2
$83K Sell
1,081
-1,716
-61% -$132K 0.02% 630
2021
Q1
$185K Buy
+2,797
New +$185K 0.06% 301