Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,335
Closed -$810K 1566
2024
Q1
$810K Buy
7,335
+2,355
+47% +$260K 0.06% 476
2023
Q4
$534K Buy
+4,980
New +$534K 0.05% 570
2021
Q2
Sell
-7,672
Closed -$798K 724
2021
Q1
$798K Buy
+7,672
New +$798K 0.21% 138