Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-45,386
Closed -$575K 1128
2024
Q2
$575K Buy
+45,386
New +$575K 0.02% 345
2022
Q2
Sell
-82,579
Closed -$1.78M 1108
2022
Q1
$1.78M Buy
82,579
+15,562
+23% +$336K 0.05% 138
2021
Q4
$2.89M Buy
+67,017
New +$2.89M 0.04% 243