Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,549
Closed -$258K 422
2024
Q2
$258K Buy
+9,549
New +$258K 0.09% 258
2024
Q1
Sell
-5,412
Closed -$204K 307
2023
Q4
$204K Buy
+5,412
New +$204K 0.07% 221
2023
Q2
Sell
-40,256
Closed -$2.36M 208
2023
Q1
$2.36M Sell
40,256
-5,783
-13% -$339K 0.79% 41
2022
Q4
$2.32M Buy
+46,039
New +$2.32M 1.58% 19