Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,015
Closed -$336K 259
2024
Q3
$336K Sell
1,015
-48
-5% -$15.9K 0.03% 166
2024
Q2
$333K Sell
1,063
-1,336
-56% -$419K 0.03% 151
2024
Q1
$750K Buy
2,399
+1,270
+112% +$397K 0.06% 108
2023
Q4
$272K Buy
+1,129
New +$272K 0.03% 151
2021
Q1
Sell
-2,114
Closed -$254K 211
2020
Q4
$254K Buy
+2,114
New +$254K 0.02% 161