Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,070
Closed -$573K 416
2024
Q1
$573K Buy
6,070
+1,724
+40% +$163K 0.05% 308
2023
Q4
$439K Buy
+4,346
New +$439K 0.04% 353
2021
Q2
Sell
-229
Closed -$21K 946
2021
Q1
$21K Buy
+229
New +$21K 0.01% 669
2020
Q3
Sell
-933
Closed -$60K 737
2020
Q2
$60K Buy
+933
New +$60K 0.02% 603