Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-35,045
Closed -$596K 1571
2023
Q4
$596K Buy
+35,045
New +$596K 0.06% 520
2023
Q3
Sell
-41,097
Closed -$618K 1324
2023
Q2
$618K Buy
+41,097
New +$618K 0.07% 482
2022
Q2
Sell
-8,655
Closed -$253K 1030
2022
Q1
$253K Buy
+8,655
New +$253K 0.06% 522