Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,626
Closed -$648K 557
2024
Q3
$648K Buy
+8,626
New +$648K 0.21% 194
2024
Q2
Sell
-6,205
Closed -$478K 444
2024
Q1
$478K Buy
+6,205
New +$478K 0.43% 76
2023
Q2
Sell
-6,942
Closed -$220K 547
2023
Q1
$220K Buy
+6,942
New +$220K 0.13% 322
2022
Q2
Sell
-16,779
Closed -$599K 413
2022
Q1
$599K Buy
+16,779
New +$599K 0.32% 123