Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,883
Closed -$261K 1835
2024
Q2
$261K Buy
7,883
+592
+8% +$19.6K 0.01% 1078
2024
Q1
$279K Buy
+7,291
New +$279K 0.02% 987
2023
Q3
Sell
-3,975
Closed -$215K 1646
2023
Q2
$215K Buy
+3,975
New +$215K 0.02% 911
2022
Q2
Sell
-3,441
Closed -$243K 1209
2022
Q1
$243K Buy
+3,441
New +$243K 0.06% 536
2021
Q1
Sell
-3,094
Closed -$285K 817
2020
Q4
$285K Buy
+3,094
New +$285K 0.12% 327