Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,775
Closed -$716K 43
2024
Q1
$716K Buy
3,775
+790
+26% +$150K 0.04% 55
2023
Q4
$534K Hold
2,985
0.03% 54
2023
Q3
$481K Hold
2,985
0.03% 24
2023
Q2
$437K Buy
+2,985
New +$437K 0.03% 78
2020
Q4
Sell
-4,331
Closed -$532K 176
2020
Q3
$532K Buy
+4,331
New +$532K 0.04% 124
2020
Q2
Sell
-4,158
Closed -$444K 151
2020
Q1
$444K Buy
+4,158
New +$444K 0.04% 43