Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,035
Closed -$754K 230
2024
Q1
$754K Buy
+3,035
New +$754K 0.36% 25
2023
Q3
$221K Buy
+882
New +$221K 0.13% 111
2022
Q4
Sell
-3,375
Closed -$895K 199
2022
Q3
$895K Hold
3,375
0.65% 36
2022
Q2
$758K Buy
+3,375
New +$758K 0.52% 39
2021
Q4
$219K Buy
+2,646
New +$219K 0.26% 56