Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,502
Closed -$227K 207
2024
Q2
$227K Buy
+7,502
New +$227K ﹤0.01% 92
2022
Q2
Sell
-7,502
Closed -$347K 67
2022
Q1
$347K Buy
7,502
+548
+8% +$25.3K ﹤0.01% 61
2021
Q4
$699K Buy
6,954
+32
+0.5% +$3.22K ﹤0.01% 58
2021
Q3
$825K Buy
+6,922
New +$825K ﹤0.01% 58