Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,079
Closed -$473K 264
2024
Q2
$473K Sell
1,079
-7
-0.6% -$3.07K 0.04% 166
2024
Q1
$504K Buy
+1,086
New +$504K 0.05% 152
2023
Q4
Sell
-1,571
Closed -$585K 234
2023
Q3
$585K Buy
+1,571
New +$585K 0.06% 126
2021
Q2
Sell
-788
Closed -$221K 204
2021
Q1
$221K Buy
+788
New +$221K 0.03% 221