Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-78,268
Closed -$226K 2126
2024
Q1
$226K Buy
+78,268
New +$226K ﹤0.01% 1611
2023
Q2
Sell
-20,691
Closed -$83K 2341
2023
Q1
$83K Buy
+20,691
New +$83K ﹤0.01% 1903
2022
Q1
Sell
-44,720
Closed -$172K 2881
2021
Q4
$172K Sell
44,720
-3,633
-8% -$14K ﹤0.01% 2308
2021
Q3
$340K Buy
+48,353
New +$340K ﹤0.01% 2101