Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,927
Closed -$229K 1233
2024
Q2
$229K Buy
+5,927
New +$229K 0.02% 837
2023
Q2
Sell
-16,615
Closed -$676K 1064
2023
Q1
$676K Buy
16,615
+4,907
+42% +$200K 0.04% 339
2022
Q4
$387K Hold
11,708
0.02% 592
2022
Q3
$316K Hold
11,708
0.01% 826
2022
Q2
$336K Buy
+11,708
New +$336K 0.01% 855