Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-596
Closed -$216K 365
2023
Q4
$216K Buy
+596
New +$216K 0.02% 318
2022
Q1
Sell
-586
Closed -$235K 357
2021
Q4
$235K Hold
586
0.02% 325
2021
Q3
$200K Hold
586
0.02% 346
2021
Q2
$203K Buy
+586
New +$203K 0.02% 357
2021
Q1
Sell
-584
Closed -$212K 339
2020
Q4
$212K Buy
+584
New +$212K 0.02% 316