Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,014
Closed -$368K 365
2023
Q4
$368K Buy
+1,014
New +$368K 0.28% 133
2021
Q3
Sell
-1,788
Closed -$621K 322
2021
Q2
$621K Buy
+1,788
New +$621K 0.23% 125
2021
Q1
Sell
-596
Closed -$217K 660
2020
Q4
$217K Buy
+596
New +$217K 0.07% 486