Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-69,668
Closed -$3.08M 773
2024
Q1
$3.08M Buy
69,668
+50,584
+265% +$2.24M 0.32% 82
2023
Q4
$660K Buy
+19,084
New +$660K 0.08% 369
2023
Q2
Sell
-12,920
Closed -$255K 558
2023
Q1
$255K Buy
+12,920
New +$255K 0.05% 362
2021
Q4
Sell
-7,673
Closed -$257K 540
2021
Q3
$257K Buy
+7,673
New +$257K 0.02% 512