Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,166
Closed -$228K 535
2024
Q1
$228K Buy
+5,166
New +$228K 0.13% 348
2023
Q1
Sell
-14,514
Closed -$384K 487
2022
Q4
$384K Buy
14,514
+2,646
+22% +$69.9K 0.26% 148
2022
Q3
$306K Sell
11,868
-746
-6% -$19.2K 0.2% 218
2022
Q2
$472K Buy
+12,614
New +$472K 0.32% 114