Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-72,811
Closed -$706K 1603
2023
Q4
$706K Buy
+72,811
New +$706K 0.06% 584
2023
Q2
Sell
-65,308
Closed -$467K 1513
2023
Q1
$467K Buy
+65,308
New +$467K 0.05% 760
2020
Q2
Sell
-21,914
Closed -$223K 629
2020
Q1
$223K Buy
21,914
+6,965
+47% +$70.9K 0.06% 687
2019
Q4
$640K Buy
+14,949
New +$640K 0.07% 478