Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,570
Closed -$206K 143
2024
Q3
$206K Buy
+3,570
New +$206K 0.08% 137
2023
Q4
Sell
-3,770
Closed -$202K 140
2023
Q3
$202K Hold
3,770
0.09% 127
2023
Q2
$203K Hold
3,770
0.09% 124
2023
Q1
$205K Buy
+3,770
New +$205K 0.1% 124
2020
Q1
Sell
-2,160
Closed -$109K 443
2019
Q4
$109K Buy
+2,160
New +$109K 0.08% 150