Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,110
Closed -$425K 2307
2024
Q2
$425K Buy
+2,110
New +$425K 0.04% 741
2023
Q4
Sell
-980
Closed -$204K 1815
2023
Q3
$204K Buy
+980
New +$204K 0.03% 1009
2022
Q3
Sell
-2,244
Closed -$408K 1226
2022
Q2
$408K Buy
+2,244
New +$408K 0.17% 169
2022
Q1
Sell
-2,684
Closed -$634K 799
2021
Q4
$634K Buy
+2,684
New +$634K 0.36% 45
2021
Q3
Sell
-1,753
Closed -$386K 851
2021
Q2
$386K Buy
+1,753
New +$386K 0.13% 267