Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,868
Closed -$203K 316
2023
Q4
$203K Buy
+1,868
New +$203K ﹤0.01% 279
2023
Q2
Sell
-1,638
Closed -$201K 275
2023
Q1
$201K Buy
+1,638
New +$201K 0.01% 247
2022
Q1
Sell
-1,401
Closed -$233K 272
2021
Q4
$233K Buy
+1,401
New +$233K 0.01% 226
2021
Q3
Sell
-1,379
Closed -$213K 239
2021
Q2
$213K Buy
+1,379
New +$213K 0.01% 228