Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,316
Closed -$164K 109
2024
Q3
$164K Buy
+15,316
New +$164K 0.04% 100
2022
Q4
Sell
-26,240
Closed -$258K 102
2022
Q3
$258K Sell
26,240
-5,580
-18% -$54.9K 0.09% 71
2022
Q2
$418K Buy
31,820
+9,475
+42% +$124K 0.15% 63
2022
Q1
$804K Buy
22,345
+8,936
+67% +$322K 0.21% 57
2021
Q4
$637K Buy
+13,409
New +$637K 0.15% 67