Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,638
Closed -$98K 2032
2023
Q4
$98K Buy
+15,638
New +$98K 0.01% 1035
2023
Q2
Sell
-12,990
Closed -$154K 1984
2023
Q1
$154K Buy
+12,990
New +$154K 0.02% 828
2022
Q4
Sell
-9,474
Closed -$193K 2084
2022
Q3
$193K Buy
+9,474
New +$193K 0.02% 885
2021
Q2
Sell
-6,883
Closed -$2.62M 2020
2021
Q1
$2.62M Buy
+6,883
New +$2.62M 0.19% 66
2020
Q3
Sell
-656
Closed -$144K 1464
2020
Q2
$144K Buy
+656
New +$144K 0.02% 794