Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,800
Closed -$709K 853
2024
Q2
$709K Buy
+8,800
New +$709K 0.13% 241
2023
Q2
Sell
-6,844
Closed -$396K 704
2023
Q1
$396K Sell
6,844
-11,124
-62% -$644K 0.05% 404
2022
Q4
$895K Buy
+17,968
New +$895K 0.08% 177