Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,670
Closed -$192K 2045
2024
Q2
$192K Buy
+19,670
New +$192K 0.02% 1254
2024
Q1
Sell
-20,533
Closed -$198K 1796
2023
Q4
$198K Sell
20,533
-15,711
-43% -$151K 0.04% 970
2023
Q3
$332K Buy
+36,244
New +$332K 0.06% 660
2023
Q2
Sell
-22,210
Closed -$253K 1383
2023
Q1
$253K Buy
+22,210
New +$253K 0.05% 785