Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,013
Closed -$406K 2699
2024
Q2
$406K Buy
+20,013
New +$406K 0.03% 769
2023
Q1
Sell
-23,931
Closed -$435K 1710
2022
Q4
$435K Buy
23,931
+6,028
+34% +$110K 0.09% 370
2022
Q3
$268K Buy
+17,903
New +$268K 0.07% 582