Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-139,415
Closed -$252K 1013
2024
Q2
$252K Buy
+139,415
New +$252K ﹤0.01% 583
2021
Q4
Sell
-57,164
Closed -$392K 1717
2021
Q3
$392K Sell
57,164
-23,870
-29% -$164K ﹤0.01% 996
2021
Q2
$898K Buy
+81,034
New +$898K ﹤0.01% 685
2021
Q1
Hold
0
1585