Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-374
Closed -$223K 140
2023
Q4
$223K Buy
+374
New +$223K 0.12% 126
2021
Q1
Sell
-157
Closed -$79K 178
2020
Q4
$79K Buy
+157
New +$79K 0.08% 155