Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,368
Closed -$992K 504
2024
Q2
$992K Buy
+9,368
New +$992K 0.74% 12
2023
Q4
Sell
-6,018
Closed -$460K 610
2023
Q3
$460K Buy
+6,018
New +$460K 0.14% 311
2023
Q1
Sell
-2,844
Closed -$201K 433
2022
Q4
$201K Buy
+2,844
New +$201K 0.43% 139