Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,788
Closed -$658K 87
2024
Q3
$658K Buy
+3,788
New +$658K 0.78% 22
2024
Q2
Hold
0
123
2024
Q1
Hold
0
115
2023
Q3
Hold
0
97
2023
Q2
Sell
-3,600
Closed -$335K 99
2023
Q1
$335K Buy
+3,600
New +$335K 0.32% 32
2021
Q1
Sell
-4,775
Closed -$521K 85
2020
Q4
$521K Buy
+4,775
New +$521K 0.54% 32