Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-26,700
Closed -$209K 194
2023
Q4
$209K Buy
+26,700
New +$209K ﹤0.01% 87
2021
Q2
Sell
-51,475
Closed -$316K 143
2021
Q1
$316K Sell
51,475
-18,843
-27% -$116K 0.03% 74
2020
Q4
$371K Buy
+70,318
New +$371K 0.01% 53