Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,807
Closed -$874K 2035
2024
Q2
$874K Buy
+9,807
New +$874K 0.07% 407
2024
Q1
Sell
-6,745
Closed -$527K 1791
2023
Q4
$527K Buy
+6,745
New +$527K 0.12% 224
2022
Q1
Sell
-2,496
Closed -$217K 651
2021
Q4
$217K Buy
+2,496
New +$217K 0.12% 333
2021
Q2
Sell
-5,107
Closed -$358K 780
2021
Q1
$358K Buy
+5,107
New +$358K 0.17% 208