Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,500
Closed -$652K 623
2024
Q3
$652K Buy
+4,500
New +$652K 0.25% 124
2023
Q3
Sell
-6,284
Closed -$707K 430
2023
Q2
$707K Buy
+6,284
New +$707K 0.38% 57
2022
Q1
Sell
-8,049
Closed -$1.03M 303
2021
Q4
$1.03M Buy
+8,049
New +$1.03M 1% 6
2021
Q3
Sell
-5,178
Closed -$603K 407
2021
Q2
$603K Buy
+5,178
New +$603K 0.23% 131