Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,000
Closed -$373K 63
2024
Q1
$373K Buy
+10,000
New +$373K 0.18% 40
2022
Q1
Sell
-3,021
Closed -$304K 52
2021
Q4
$304K Buy
3,021
+512
+20% +$51.5K 0.13% 45
2021
Q3
$304K Buy
+2,509
New +$304K 0.13% 39