Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,198
Closed -$274K 217
2024
Q1
$274K Buy
6,198
+215
+4% +$9.5K 0.03% 163
2023
Q4
$301K Buy
+5,983
New +$301K 0.04% 137
2022
Q2
Sell
-7,326
Closed -$363K 159
2022
Q1
$363K Buy
+7,326
New +$363K 0.09% 120
2021
Q1
$497K Buy
7,765
+351
+5% +$22.5K 0.17% 86
2020
Q4
$369K Buy
+7,414
New +$369K 0.15% 88