Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,251
Closed -$1.09M 546
2024
Q1
$1.09M Buy
+20,251
New +$1.09M 0.09% 166
2023
Q4
Sell
-11,318
Closed -$557K 557
2023
Q3
$557K Buy
11,318
+794
+8% +$39.1K 0.03% 278
2023
Q2
$502K Buy
+10,524
New +$502K 0.03% 335
2021
Q4
Sell
-49,119
Closed -$1.31M 648
2021
Q3
$1.31M Sell
49,119
-6,121
-11% -$163K 0.09% 161
2021
Q2
$1.57M Buy
+55,240
New +$1.57M 0.1% 138