Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,950
Closed -$677K 91
2024
Q1
$677K Sell
1,950
-13
-0.7% -$4.51K 0.36% 75
2023
Q4
$712K Buy
+1,963
New +$712K 0.64% 70
2022
Q1
Sell
-414
Closed -$166K 174
2021
Q4
$166K Buy
+414
New +$166K 0.08% 217