Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,323
Closed -$381K 453
2023
Q4
$381K Buy
+4,323
New +$381K ﹤0.01% 357
2022
Q1
Sell
-2,460
Closed -$226K 444
2021
Q4
$226K Sell
2,460
-2,483
-50% -$228K ﹤0.01% 408
2021
Q3
$444K Buy
+4,943
New +$444K ﹤0.01% 355
2018
Q2
Sell
-3,943
Closed -$243K 410
2018
Q1
$243K Buy
+3,943
New +$243K ﹤0.01% 369