Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,958
Closed -$322K 1706
2024
Q3
$322K Buy
+31,958
New +$322K 0.02% 983
2024
Q2
Sell
-24,274
Closed -$221K 1976
2024
Q1
$221K Buy
+24,274
New +$221K 0.02% 1100
2023
Q3
Sell
-50,591
Closed -$663K 1667
2023
Q2
$663K Buy
+50,591
New +$663K 0.07% 452
2021
Q3
Sell
-22,498
Closed -$1.18M 937
2021
Q2
$1.18M Buy
+22,498
New +$1.18M 0.3% 66