Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,637
Closed -$755K 396
2024
Q1
$755K Buy
+22,637
New +$755K 0.1% 133
2023
Q2
Sell
-10,215
Closed -$392K 248
2023
Q1
$392K Sell
10,215
-13,803
-57% -$530K 0.09% 89
2022
Q4
$770K Buy
+24,018
New +$770K 0.19% 25